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Three reasons to invest using
Private Portfolio Service

Personalised investment advice
Investment advice that makes sense, so you don’t have to go it alone

Our advisers will respect you and your individual investment objectives. You can expect straightforward, no nonsense answers to your questions and a willingness to go the extra mile to help you understand and implement the right investment solution for you.

An investment strategy to meet your needs
Active fund management by an in-house team of investment experts

Our New Zealand based team of investment experts have a proven track record at selecting and actively managing investment funds on behalf of our clients. The team come from a wide range of backgrounds across all investing styles with extensive experience and a strong track record in managing global and local investments.

Global investment approach
Investing globally, so all your eggs aren’t in one basket

Investing globally is one of our strengths. We scan the world – including New Zealand - for the best investments so we can help build and protect your wealth. Investing globally enables us to spread the risk and gives us a world of opportunity to choose from. Because we're investing in large and liquid markets, our investment team can react speedily to market conditions. By not having all our eggs in one basket, we aim to get the best outcomes for our clients.

Performance

We invest for the long-term. Take a look at our performance over the past sixteen years and see how it compares to the benchmark performance over the same period.

Find out more

 

 

Our values

Why invest with Kiwi Wealth?

Our clients come first

Putting clients first is in our DNA. We put them at the centre of every decision and always strive to deliver a genuine client experience.

Owned by New Zealand

We are owned by New Zealand Government entities: NZ Super Fund, Accident Compensation Corporation (ACC) and New Zealand Post. Our profits are returned to New Zealanders, not foreign owners or wealthy individuals. Our owners are focused on our business in New Zealand enabling our board and management to be 100% Kiwi client focused.

Experienced, qualified investment experts

Our Investment Management Team are highly qualified professionals with extensive experience and a strong track record managing assets in global financial markets.

Committed to responsible investment

We have a long-standing Reponsible Investment Policy, which we apply across all of the funds we manage and to all of the investment decisions we make.

A focus on transparency

We provide comprehensive reporting which shows our clients how their money is being invested, how their investments are performing and everything that they are charged.

Proven track record

We have achieved outstanding outcomes for our clients for more than a decade. Our strong and stable New Zealand-based investment team is proving that Kiwis can take on the world when it comes to managing global portfolios.

Our values

Why invest with Kiwi Wealth?

Putting clients first is in our DNA. We put them at the centre of every decision and always strive to deliver a genuine client experience.

We are owned by New Zealand Government entities: NZ Super Fund, Accident Compensation Corporation (ACC) and New Zealand Post. Our profits are returned to New Zealanders, not foreign owners or wealthy individuals. Our owners are focused on our business in New Zealand enabling our board and management to be 100% Kiwi client focused.


Our Investment Management Team are highly qualified professionals with extensive experience and a strong track record managing assets in global financial markets.

We have a long-standing Reponsible Investment Policy, which we apply across all of the funds we manage and to all of the investment decisions we make.

We provide comprehensive reporting which shows our clients how their money is being invested, how their investments are performing and everything that they are charged.

We have achieved outstanding outcomes for our clients for more than a decade. Our strong and stable New Zealand-based investment team is proving that Kiwis can take on the world when it comes to managing global portfolios.

INTERESTED IN FINDING OUT MORE?

Contact a Kiwi Wealth Adviser

Provide a few details and we will contact you at a time that suits you.
Contact a Kiwi Wealth Adviser near you.
Lance Dawber-Ashley
Lance Dawber-Ashley

Kiwi Wealth Adviser
(03) 353 1465

lance.dawber-ashley@kiwiwealth.co.nz

View Lance's profile

Or you can call us on
0800 427 384
to find out more or make an appointment.

A Disclosure Statement required under the Financial Advisers Act 2008 is available here, or request a printed copy from a Kiwi Wealth Adviser.