Private Wealth

Our Authorised Financial Advisers are here to help
you and your family plan for your financial future.

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We start by understanding our clients and their objectives

Wealth accumulation image
Intergenerational image
Business and familty trust image
Wealth preservation image
Financial objectives image
Emergency fund image

Our financial planning software enables clients to quantify the impact of different strategies

The client portfolios we build are highly diversified

A 45 year old client's top indicative economic exposures as at 30 September 2017*

Top New Zealand/ Australian securities $ per million
Chorus $45,855
Metlifecare $29,297
Meridian Energy $27,054
Woodside Petroleum $22,105
Z Energy $14,170
Sky City Entertainment $13,273
Trustpower $12,664
Muray Goulburn Unit Trust $11,779
Amaysim Australia $11,152
Wesfarmers $11,132
Top global securities (excluding Australasia) $ per million
Rio Tinto $30,930
American Homes 4 Rent $10,500
MFA Financial $7,784
Santander 6.25% perp. $5,294
Barclays 6.625% perp. $4,899
TOTAL $4,072
CaixaBank $3,772
Citigroup $3,373
Apple $3,328
Sanofi $3,021
Top specialist managers (excluding NZ Funds) $ per million
LSV Asset Management $95,989
Kynikos Associates $23,572
ISAM $18,380
Suvretta $13,840
Impala $13,508
H2O Asset Management $9,246
Paulson & Co $7,230
Universa $1,762
   
   

* Assuming moderate risk profile

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A copy of each Adviser's disclosure statement is available on request free of charge.

TERMS & CONDITIONS

By accessing and/or using www.nzfunds.co.nz (the "NZ Funds Website") you agree to be bound by the Terms and Conditions set out below.

These Terms and Conditions are in addition to and do not replace, any specific terms and conditions applicable to any New Zealand Funds Management Limited product or service. To the extent that there is any conflict between these Terms and Conditions and those of any specific products or services, the terms applicable to those products or services will prevail.

Any reference to "NZ Funds", "we", "us" and "our" is a reference to New Zealand Funds Management Limited, its directors, employees and related parties.

Disclaimer

The content of the NZ Funds Website is general in nature, and for information purposes only. While care has been taken to supply information on the NZ Funds Website that is correct, accurate and up to date, we do not guarantee that this is the case, or that the information is relevant or suitable for your intended use. NZ Funds is not liable for any loss, liability or damage suffered by any person that may result from any errors, omissions, recommendations or opinions expressed on the NZ Funds Website. Accordingly, before making any investment or taking or refraining from taking any action based upon this information, we recommend that you first consult with an Authorised Financial Adviser.

Further, we do not guarantee the relevance or accuracy of any information in any other websites accessed through the NZ Funds Website or any information, opinions or projections included in articles sourced from third parties.

Neither NZ Funds nor any other party guarantees the performance of any product included on the NZ Funds Website. Any predictions or projections (including those made in any article that appears on the NZ Funds Website) are an expression of opinion only. Any information about past performance is not necessarily an indication as to future performance.

While care has been taken to prevent the introduction of viruses on this website, we do not guarantee that it is free of viruses and we accept no responsibility or liability for any harm attributable to such destructive features.

For further information on any of the Portfolios included on the NZ Funds Website or to request a copy of the NZ Funds Managed Portfolio Service Product Disclosure Statement, the NZ Funds Managed Superannuation Service Product Disclosure Statement, or the NZ Funds KiwiSaver Scheme Product Disclosure Statement, you should contact NZ Funds on 0508 733 337 or by email to info@nzfunds.co.nz.

Copyright

Unless otherwise specified, the copyright in information, images, texts and screens on the NZ Funds Website is owned by NZ Funds or its suppliers and may not be altered, copied, published, reposted or reused without our prior consent. This includes, but is not limited to, the NZ Funds Website's content, text, graphics, logos, images, audio clips and software. You may not create a hyperlink to the NZ Funds Website without our consent.

Privacy

We may collect information provided by you when using the NZ Funds Website, including where we authenticate you as part of a log on process and through the use of cookies. Cookies are a small file stored on your computer that enables us to identify your computer. Cookies do not read your hard drive and cannot be used to personally identify you. They are designed to facilitate easier website use by registering information about your preferences.

Any personal information that you may provide to us on the NZ Funds Website will be held at our offices at Level 16, Zurich House, 21 Queen Street, Auckland and may be used by us to provide or communicate information about our products and services to you. Personal information may also be shared with relevant authorities, including the IRD. You have the right to access and correct any personal information that NZ Funds holds by contacting us on 0508 733 337.

Jurisdiction

These terms and conditions are governed by the laws of New Zealand and are subject to the non-exclusive jurisdiction of the Courts of New Zealand.

General enquiries

09 377 2277
0508 733 337
info@nzfunds.co.nz

KiwiSaver enquiries

New clients
0508 733 337
kiwisaver@nzfunds.co.nz

Existing clients
0800 NZF KIWI (0800 693 5494)
nzfkiwi@linkmarketservices.com

complaints →



OUR OFFICES

Auckland

Level 16
Zurich House
21 Queen Street
Auckland 1010

Private Bag 92163
Auckland 1142

09 377 2277
0508 693 8637

Wellington

Level 3
Central on Midland Park
40 Johnston Street
Wellington 6011

PO Box 2697
Wellington 6140

04 473 7701
0800 697 526

Christchurch

Level 1
203 Papanui Road
Merivale
Christchurch 8014

PO Box 1686
Christchurch Mail Centre
Christchurch 8140

03 366 9088
0800 697 526

Timaru

Level 1
2 Sefton Street East
Timaru 7940

PO Box 85
Timaru 7940

03 683 1989
0800 697 526

Wanaka

Level 2
Brownston House
21 Brownston Street Wanaka 9305
PO Box 769
Wanaka 9343

03 443 2300
0800 697 526

Dunedin

Level 2
Bracken Court
480 Moray Place
Dunedin 9016

PO Box 5215
Dunedin 9058

03 477 4647
0800 697 526

Invercargill

98C Yarrow Street
Invercargill 9810

PO Box 364
Invercargill 9840

03 218 2895
0800 697 526

Complaints


Client complaints

Our business philosophy is to establish and enhance long-term, positive relationships with all of our clients. We recognise though that from time to time, despite our very best efforts, clients may wish to make a complaint. It is important in such instances that clients have an efficient mechanism through which they can receive a fair consideration of their concerns.

If you have a complaint contact us:


Complaints Handling Officer
New Zealand Funds Management Limited
Private Bag 92163
Auckland 1142

0508 733 337
info@nzfunds.co.nz

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How we deal with complaints

Upon receipt of your complaint we will immediately log it into our complaints register and it will be forwarded to the appropriate staff member for consideration.

Within five working days of receipt, we will provide you with a letter of acknowledgement that your complaint has been received. We will endeavour to keep you notified and updated on the progress of our consideration.

If your complaint cannot be resolved to your satisfaction through our internal complaints process you can elect to take it up with NZ Funds' independent dispute resolutions scheme.


Financial Services Complaints Limited
PO Box 5967
Wellington 6011

0800 347 257
info@fscl.org.nz


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New Zealand Funds Management Limited is the issuer of the NZ Funds KiwiSaver Scheme, the NZ Funds Managed Portfolio Service and the NZ Funds Managed Superannuation Service. A product disclosure statement for each of the NZ Funds KiwiSaver Scheme, the NZ Funds Managed Portfolio Service, and the NZ Funds Managed Superannuation Service is available on this website or you may request a copy by contacting us.