NZ Funds

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NZ Funds

At NZ Funds, we’ve been managing
New Zealanders’ wealth since 1988

Here’s what sets us apart

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What makes us different

The world is changing. We think investing should change with it.

Global investment markets are going through a period of significant change. We actively seek out new growth opportunities, wherever they may be in financial markets. 

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Investment approach

Diversified, multi-asset investing that delivers long-term growth

We balance global growth opportunities with sophisticated risk management. 

James Grigor

Investment Strategist

NZ Funds KiwiSaver Scheme

Invest in your future with the NZ Funds KiwiSaver Scheme

Choose the right KiwiSaver investment strategy for your life and goals.

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NZ Funds Wealth Builder

Have all the investment benefits of KiwiSaver, without the lock-in

Build your long-term savings with a flexible investment solution that puts you in control.

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NZ Funds Income Generator

Invest for higher returns than interest rates with less volatility than the share market

Invest in premium  New Zealand and Australian dividend-paying shares, with active management that reduces the impact of big changes in their price.

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NZ Funds UK Pension Transfer

Transfer your UK Pension to New Zealand, free

Invest your defined contribution pension with us and pay nothing for the transfer from the UK.

Explore UK Pension Transfer

NZ Funds Active Series

Get the advice you need to build the future you want

Work with a financial adviser to create an investment portfolio tailored to your life and goals.

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Insights

The latest Insights & Podcasts from our Investment team

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Investment Approach

Responsible investing for a better future

Every investment decision we make is considered for its impact on society and the environment. We take this approach because it’s the right thing to do. But we also believe responsible investing will enhance long-term results for our clients.

Paul van Wetering (1959-2025)

Founder of NZ Funds’ Responsible Investing Approach

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Financial advice

The value of financial advice

Studies show that getting professional advice can make a big difference to long-term financial outcomes.

NZ Funds is proud to work with a national network of financial advisers who are helping Kiwis get on the right track. 

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Private Wealth

Our Private Wealth team are partners in managing your long-term wealth

Our tailored financial advice is about more than creating an investment plan. It’s about understanding where you are now, where you want to be in the future, and what we need to do to get you there.

Fiona Smith

Principal, Managing Adviser

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Request a call

Wherever you are in New Zealand, we have an adviser available to discuss your financial goals

Partners in growing your long-term wealth

New Zealanders have trusted us to manage their investments for over 30 years. This is our story.
About NZ Funds