If you’ve got $100,000 or more to invest, the Private Portfolio Service can provide you with tailored advice, active management and a global investment strategy.

How it works

Private Portfolio Service is provided by Kiwi Wealth Investments Limited Partnership (Kiwi Wealth), which is licensed by the Financial Markets Authority to provide a discretionary investment management service. Kiwi Wealth is owned by Kiwi Group Holdings Limited – the same company that owns Kiwibank.

This service is designed for individuals, trusts and charities within more than $100,000 to invest. It offers:

  • Personalised investment advice tailored to your goals
  • Diversified portfolio of local and global investments
  • Comprehensive online reporting so you can see where your money’s invested and how it’s performing.

How to invest

A Kiwi Wealth Adviser will take the time to understand your financial situation from the information you provide and get to know your goals and your approach to risk and return. If the adviser recommends investing in the Private Portfolio Service, they’ll also make a recommendation on the mix of investments to be held in your portfolio, based on your goals and attitude to risk.

Contact your nearest Kiwi Wealth Adviser to find out more or make an appointment.