NZ Funds is a privately owned wealth management firm. We specialise in providing integrated advice and portfolio management services to New Zealanders.
30 September 2013
We have a culture of transparency and accountability. This monthly document provides clients with a detailed analysis of what each Portfolio we manage for clients holds and how it has performed.
NZ Funds Investment Bulletin - Issue No. 6
This edition includes a market overview, an article about how we manage money, the findings of a series of surveys on spending habits in retirement and an update on our KiwiSaver Scheme.
NZ Funds Managed Portfolio Service
Information about the NZ Funds Managed Portfolio Service prospectus registration and Investment Statement dated 1 July 2013 is available.
NZ Funds Risk Profiler
Understand your attitude to risk, especially when investing over longer periods of time, by using the Risk Profiler tool.