What we offer
The Kiwi Wealth Private Portfolio Service is designed for investors with $100,000 or more. It's an investment service for individuals, trusts and charities who want their wealth managed professionally.
Your financial situation and goals are discussed and will inform the type of Investment Allocation that is set up for you.
Depending on the Investment Allocation you choose for your Portfolio, your Portfolio could include a mix of our Growth strategy (i.e. shares) and our Fixed Interest strategy.
The Kiwi Wealth Private Portfolio Service offers you:
Kiwi Wealth's Investment Management Team takes a researched, strategic approach to investing your money. Find out more about how we invest.