Ready to invest?
Our Private Portfolio Service is available for clients with $100,000 or more to invest.
Our Private Portfolio Service suits investors who want access to tailored advice from a financial adviser - coupled with the expertise of an in-house investment team.
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
Personalised investment advice
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.
Why Kiwi Wealth?
Know what you're getting with Kiwi Wealth
A worldwide investment view
We take a global investment view, so, depending on your fund, part of your investment could be in companies all around the world (like Apple), or in some very smart Kiwi businesses right here in Aotearoa.
Owned by New Zealand
We're 100% Kiwi owned, our profits don't go offshore. They go to our owners: the NZ Super Fund, ACC and NZ Post – organisations that benefit all of us in Aotearoa. Being Kiwi-owned means giving every one of our customers the great Kiwi service they deserve.
Keeping it clean
We dig deep on our investments to make sure they don't include stuff us Kiwi wouldn't be into (like controversial weapons and tobacco). It doesn't stop there, though. Investing in global companies gives us a voice to support environmentally and ethically sound policies to actually create social change. The wholesale funds our Private Portfolio Service invests in are certified as responsibly invested by the Responsible Investment Association Australasia.
An expert Kiwi team
Our in-house portfolio managers and their teams are experts in balancing risk and return to keep your funds heading in the right direction.
What it costs
Know what you're paying for with Kiwi Wealth
We charge a one-off establishment fee of $537.50 to cover the costs of setting up your Portfolio. From then on there is one annual management fee (determined by your portfolio value) which is charged monthly.