Wealth Management

We build strong and lasting relationships with our clients. By getting to know you and understanding your long term financial goals, we can tailor our services to suit your personal circumstances. We pride ourselves on being flexible and bespoke.

The best financial advisers

We employ people with high ethical standards, professional qualifications and commitment to best practice global compliance standards.

Research backed decisions

To help you get the most from your investment portfolio we draw on our market leading research and strategic alliance with global financial services firm Credit Suisse Group.

Wealth protection & performance

We measure your portfolio’s performance using the latest technology and keep you up-to-date with regular reporting that’s clear and easy to access.

Services to meet your specific needs

Let us take care of your portfolio

DIMS

FNZC is a DIMS licence holder. This enables us to professionally manage your investment portfolio on a discretionary basis to meet your needs. Your investment goals, risk tolerance and the investment strategy to meet those goals will be agreed with you at the outset of the service.

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Our qualified wealth advisers will meet with you to discuss and review your financial situation, and take into account any other relevant factors for your portfolio we need to understand before investing your money. Comprehensive reporting on your portfolio will then be provided to you on a regular basis.

To discuss your needs with one of our advisers please contact us.

Control your investments while we do the admin

AssetWatch & AssetKeep

Keeping track of your investment portfolio is easy with our AssetWatch and AssetKeep investment management and administration tools. Let us take care of the paperwork and administration while you retain full control of your investments.

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AssetWatch

AssetWatch helps you and your financial adviser monitor the changing values of your portfolio, so you can make well-informed decisions that create and maintain your wealth.

All your investment information is consolidated in one place so you can easily place orders, assess changes and get comprehensive reports – no matter where your investments are held. Through AssetWatch, we can hold equities, managed funds and fixed interest investments on your behalf in all major world markets.

AssetKeep

If you’re looking for all of the convenience and security of AssetWatch without the full performance reporting, AssetKeep is for you.

Like AssetWatch, AssetKeep holds a wide range of investments on your behalf and takes care of the paperwork, administration and cash management. All income and payments from your investments are collected and processed for you.

To discuss your needs with one of our advisers please contact us.

Manage Currency

Foreign Exchange

FNZC has proven expertise and capabilities in foreign exchange markets. We can help you manage currency conversions, cash balances and hedging, and can advise you on foreign exchange risk.

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Our foreign exchange research comes directly from our New Zealand analysts and economists, and via our strategic alliance partner Credit Suisse Group.
We offer the following foreign exchange services at competitive prices:

  • Placement and management of FX orders in all major currencies
  • Multi-currency Cash Management Accounts that can collect and receive, hold, transact and report on FX balances and transactions
  • Hedging services (where appropriate) for clients using forwards and options

We can advise you on foreign exchange exposures and any implications for risk and asset allocation. The safety of your funds is ensured by our commitment to high compliance standards, and best practice in managing exposures and credit risk.

To discuss your needs with one of our advisers please contact us.