Step 1 Financial review
We'll need to review your financial situation
To complete this review, we need you to supply details of your current investments, your age, investment goals and timeframe, income requirements, and tolerance for volatility.
There's no charge for this review and no obligation to proceed beyond this step.
Step 2 Our recommendation
Based on your review, we'll let you know if the Private Portfolio Service could be a good fit.
Whether or not the Private Portfolio Service is the right choice for you, you'll still receive a summary of your financial situation and the adviser's recommendations. If they recommend the Kiwi Wealth Private Portfolio Service, you'll also receive some general information about it, a detailed proposal for your investment, and a Welcome Pack with all the documents you need to sign up.
Step 3 Your portfolio
Read the information and complete the forms to set up your Portfolio
Once you've read the information in the Welcome Pack and decided to join, you need to complete and sign the forms provided and send them back to us. Once we've received your forms and verified your identity, we will set up your Portfolio and provide you with secure access to view your Portfolio reports online.
You will not pay any fees until you have signed the application form and transferred money to us.