NZ Funds: Expert wealth management and financial advice for New Zealanders.
Location
Auckland, Auckland Region Unitary Authority, NZ
Founded
1988
NZ Funds is a specialist wealth management firm focused on providing financial advice and portfolio management solutions for New Zealanders. The firm offers a range of investment solutions including KiwiSaver schemes, income generation, pension transfers, wealth building, and superannuation services. Their investment approach emphasizes responsible investing and active management.
The firm has been managing New Zealanders' wealth for an extended period, establishing itself as an expert in the field. NZ Funds offers private wealth management services and wealth planning tools to help clients achieve their financial goals. Their comprehensive approach includes digital tools and personalized advice to cater to diverse client needs across various stages of wealth accumulation and management.
NZ Funds - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages