Introducing Fisher Funds
Meet your new fund manager
On 30 November last year, Kiwi Wealth officially joined the Fisher Funds whānau. Since then, a dedicated project team has been working hard on integrating our two businesses. We'll keep you up to date on any changes that might impact you, and you can learn more about Fisher Funds and what's changing below.
Ready to invest?
Get in touch and we'll work out if our Private Portfolio Service is right for you
Our Private Portfolio Service suits investors who want access to advice from a financial adviser - coupled with the expertise of an in-house investment team. It's available for clients with $100,000 or more to invest.
We offer clients a dedicated adviser to answer any questions you have about your investment journey. You can expect your adviser to:
- understand what's important to you
- provide advice and recommend an investment portfolio aligned to your goals
- simplify complex financial decisions
- establish a long-term partnership with you.
Please read our Financial Advice Disclosure for more essential information on the financial advice provided to Kiwi Wealth customers.
Why invest with the Private Portfolio Service?What we offer
Your adviser will respect you and your individual investment goals. You can expect straightforward, no-nonsense answers to your questions, and a willingness to go the extra mile. They're here to help you understand and implement the right investment solution for you.
In-house investment experts
Our investment team comes 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
We invest globally, so all your eggs aren't in one basket. Our investment team scans the world - including New Zealand - for investments to help build and protect your wealth. Investing globally spreads the risk and allows us a world of opportunity to choose from. We're investing in large and liquid markets, so our investment team can react quickly when market conditions change.
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