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Private Portfolio Service

Our service includes active investment management, comprehensive client reporting with a focus on transparency and tailored investment advice. An Authorised Financial Adviser provides a review of your current investment situation to assess whether the Kiwi Wealth Private Portfolio Service will suit your needs. We structure a portfolio for you to suit your financial goals and risk tolerance, with different allocations across our fixed interest and growth investment strategies.

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Our service

As a Kiwi Wealth Private Portfolio Service client, you have access to a team of experts, made up of advisers, investment managers and dedicated administrators.

There is always someone available to answer your questions and discuss your ideas. 

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What we offer

The Kiwi Wealth Private Portfolio Service provides professional management of your investments and detailed reporting.

We have a long track record of careful wealth management.

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Performance

Take a look at our long-term performance, or drill down into returns year by year.

We update our returns annually so clients can judge the consistency of our performance.

However, don’t forget the cliché – past performance is not necessarily an indicator of future performance, especially in the shorter term.

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Become a client

There are three steps to becoming a client of the Private Portfolio Service.

It all starts with a free review of your financial situation - your current investments, your age and investment timeframe, income requirements, and tolerance for volatility. 

Why not start the review process today?

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Got a Question?

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