How it works
This service is designed for individuals, trusts and charities with more than $100,000 to invest.
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
Kiwi Wealth Advisers 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.
A disclosure statement required under the Financial Advisers Act 2008 is available, free of charge, from a Kiwi Wealth Adviser or on request by calling 0800 529 325.
This communication contains general information only and not investment or tax advice, and as such you should not rely on it as the sole basis for any financial decision. Potential investors should seek professional advice as to whether an investment is right for them, including the taxation implications of investing in an investment.
Investments made in the Private Portfolio Service do not represent bank deposits or other liabilities of Kiwibank and neither they nor any other person guarantees the repayment of members’ interests in the Private Portfolio Service or the payment of any earnings or returns on investment in the Private Portfolio Service. Investments in the Private Portfolio Service are subject to investment and other risks, including possible delays in payment of withdrawal amounts in some circumstances and loss of investment value.