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.
Invest > Kiwi Wealth Private Portfolio Service
Our Kiwi Wealth Private Portfolio Service suits investors who want access to tailored advice from a qualified adviser - coupled with the expertise of an in-house investment team who will select and manage your investments on your behalf.
We offer clients a dedicated team of advisers located across the country who are available to you when you need them.
You can expect our advisers to:
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.
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.
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.
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.
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.
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.
Kiwi Wealth Adviser
0800 500 293
john.broad@kiwiwealth.co.nz
Kiwi Wealth Adviser
0800 500 295
david.mercer@kiwiwealth.co.nz
Kiwi Wealth Adviser
(03) 353 1465
Kiwi Wealth Adviser
0800 100 657
anthony.huggins@kiwiwealth.co.nz
Kiwi Wealth Adviser
0800 452 104
Vanessa.Shaw@kiwiwealth.co.nz
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.
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.
Kiwi Wealth® is a registered trademark of Kiwi Wealth Investments Limited Partnership. Future You® is a registered trademark of Kiwi Wealth Limited. Kiwi Wealth Limited is the issuer and manager of the Kiwi Wealth KiwiSaver Scheme and Kiwi Wealth Managed Funds.
Kiwi Wealth Investments Limited Partnership is the issuer and manager of the Kiwi Wealth Super Scheme.
© 2020 Kiwi Wealth Limited
