What We Do

NZ Funds Management is a privately owned investment management firm. We specialise in providing integrated advice and portfolio management services to New Zealanders.

Client philosophy

Our client philosophy is based on two principles:

  • Clients are individuals with unique needs, goals and attitudes and they require advice and portfolio strategies that reflect their individuality;
  • Clients’ behavioural biases impact their investing decisions and need to be taken into account if they are to be advised successfully.

Goal-based advice

Over the last decade, NZ Funds Management has researched and developed, in conjunction with its key advisory clients, an integrated advice and investment management process built upon the dual foundations of behavioural and traditional finance theory.


The result is NZ Funds Management’s goal-based advice process which advisers apply to design clients’ investment strategies based, first and foremost, on a deep understanding of each clients’ financial needs and lifestyle goals.


Working closely with the client’s financial adviser, we build portfolios around a client’s various needs and goals, taking specific account of the timing of those requirements. This enables clients to invest with more confidence, knowing that part of their portfolio will be available to reliably fund the lifestyle they have planned in the shorter term, while the balance of their portfolio focuses on mitigating the the impacts of inflation and growing their spending power over the longer term.


The tangible outcome of our advice process, as applied by the financial adviser, is a tailored financial plan for each client.


The tangible investment outcome is a series of discrete investment Portfolios managed by NZ Funds Management and a select group of investment managers globally, which together form a tailored investment strategy designed to meet specific and defined client goals.

Investment process - Active Investment Management

NZ Funds Management has more than 20 years of investment management experience. Over that time we have developed an active investment management approach. Our active investment management approach seeks to maintain a balance between preserving your capital and growing wealth in a manner that is consistent with each Portfolio’s objective.