We help New Zealanders make better financial decisions.
We are an independent New Zealand company, in ownership and spirit.
We are focused exclusively on providing wealth management services to individuals Families, trusts and charitable entities; we don’t engage in share broking, banking or investment banking so we don’t face the conflicts of interest that can exist in these businesses.
NZ Funds has a nationwide team of over 70 outstanding investment, advice, technology, and client service professionals, spread across seven offices throughout New Zealand.
Managed Portfolios, KiwiSaver and QROPS
Since 1988, we have worked with a select group of New Zealand residents, helping them build and manage their wealth. We now have over 13,000 clients and manage or advise on over $1.5 billion.
Our Portfolios are diversified across multiple asset types
NZ Funds’ portfolio construction incorporates Modern Portfolio Theory (Markowitz, 1952) with the latest thinking on behavioural economics (Kahneman, 2002) and goals-based investing, as used by many of the world’s leading pension funds.
We have a global network of investment managers
The investment managers we work with manage funds for some of the world’s largest pension schemes.
We also diversify our Portfolios across local and international economies
Our client portfolios are typically highly diversified between New Zealand, Australia and the rest of the world, with a predominant focus on larger, developed financial markets.
UK Pension Transfers
NZ Funds has a comprehensive advice and transfer process to help former UK residents understand the issues involved in transferring their UK pension to New Zealand.
We also have the NZ Funds Managed Superannuation Scheme which is a Qualifying Recognised Overseas Pension Scheme (QROPS) and is therefore able to accept UK Pension transfers from clients migrating to New Zealand.
Like our KiwiSaver Scheme, it is made up of three Strategies; the Income, Inflation and Growth Strategy. The allocation to each Strategy is generally determined by a member’s age and risk profile.
For UK pension clients, it also offers an Income Strategy with a British Pound overlay, to meet the needs of those who may want to retain an exposure to this currency.
Get in Touch – Contact us Today
We have a team of authorised financial advisers available to help you!