An investment portfolio built around your life
You and your financial adviser can tailor an investment portfolio to meet your goals and objectives. Access our actively managed investment funds to create the right mix of risk and reward for you.
Active Series
Get a tailored investment portfolio built around your life and financial goals
Active Series
Our financial advisers are backed by a world-class investment team
Thousands of New Zealanders are already using our Active Series to grow their long-term wealth. Join them today.
Active Series funds
A diverse range of funds within our Active Series help us tailor the right investment for your goals
Active Income
Series
Active Inflation
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Active Growth
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An intelligent investment approach for the new market realities
We invest in a wide range of financial assets. We partner with global experts to maximise the growth of your savings. And we have a strong focus on mitigating price falls when markets are going down.
Responsible investing for a better future
Every investment decision we make is considered for its impact on society and the environment. We take this approach because it’s the right thing to do. But we also believe responsible investing will enhance long-term results for our clients.
Our investment funds
Our world-class investment team actively manages our suite of funds
Our funds range from conservative cash funds through to high-growth funds. You and your adviser can choose how to allocate your investment across them based on your financial goals and objectives.
Creating a total view of your wealth
To help you make the best financial decisions, your adviser can give you a total view of your wealth.
Understand how everything fits together - not just the money you have available to invest.
Building your tailored investment portfolio
Your adviser builds a tailored investment portfolio for you. All of our funds are actively managed by our world-class investment team.
The way your adviser allocates your investment across our funds is based on your age, goals, life stage and attitude towards risk.
Making sure your investments stay on track
Your adviser structures your investment portfolio to help you achieve your goals.
They then meet with you regularly to review progress. If your investment portfolio needs adjusting or your goals change, your adviser can make those changes for you.
Wealth Plan
Unique technology to help you plan for your future
Our Wealth Plan software shows you the choices you have available now and in the future, and builds an investment plan around your goals and objectives. We can also use it to create a plan for how to turn your investments into retirement income.
Andy Brown
Executive Adviser
Request a call
Wherever you are in New Zealand, we have an adviser available to discuss your financial goals
Next up: Private Wealth
Find out how our specialist Private Wealth advisers can help you on your wealth journey.