You Imagine Your Future. We Help You Get There.

Fisher Investments New Zealand helps individuals and families achieve their long-term investment goals and objectives.

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Over 170,000* Clients Around the World Trust the Global Fisher Group of Companies as Stewards of Their Financial Futures

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Your Financial Goals
How We Can Help You
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How We’re Different

*As of 31/12/2024. Includes Fisher Investments and its affiliates.


Wealth Management Services

Fisher Investments New Zealand provides investment management services to wholesale clients in New Zealand. We create a tailored investment plan for each client, designed to help you achieve your investment goals and objectives. We call upon our US-based parent company, Fisher Investments, for discretionary portfolio management services. The process starts with a comprehensive assessment of your financial situation that informs your recommended investment strategy and considers important factors outside of your portfolio. This results in a personalised investing approach consistent with your goals and needs.

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Portfolio Management

Fisher Investments New Zealand takes the time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. At the conclusion of this detailed review, we may recommend, where deemed suitable, an asset allocation strategy we feel best fits your particular situation, along with a recommendation for the discretionary portfolio management services of our US-based parent company, Fisher Investments.

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Working With Us

Account Size

If you have $1,000,000 or more in investable assets, contact us today to find out how Fisher Investments New Zealand can help you achieve a successful financial future.

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Fees

As a client, you will pay an ongoing management fee based on the value of the assets Fisher Investments New Zealand manages for you. We structure fees so we do better when you do better.

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Performance

As a client of Fisher Investments New Zealand, you’ll receive transparent performance measurements—net of all fees—so you can accurately track progress over time towards your long-term financial goals.

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A Global Investment Manager Who Is Focused on You



  • Proactive Advice
  • Institutional Expertise
  • Global Opportunities
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Proactive Advice

As a client, you’ll hear regularly from an Investment Counsellor who knows you by name and keeps you updated on your portfolio strategy and investments. Our goal is to help you understand what is going on in your account and why, so you feel comfortable with your strategy.

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Institutional Expertise

Corporations, superannuation funds, endowments and other institutions conduct in-depth analysis and thoroughly scrutinise a number of investment advisers before hiring one. The global Fisher group of companies has a long history of managing assets for such institutions and provide similar institutional knowledge to individuals and families. Investing with Fisher Investments New Zealand means you get a disciplined investment strategy along with our high-touch client service.

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Global Opportunities

Fisher Investments New Zealand and the global Fisher group of companies seek to maximise opportunities and manage risk by investing globally. Many investors wrongly focus solely on stocks from their home country. We believe this ignores vast investment opportunities. This sort of home-country bias may also lead to a lack of portfolio diversification. Investing globally helps take advantage of worldwide opportunities other money managers may miss.

How We Can Help You


Our Approach


  • Achieve Your Financial Goals
  • We Tailor a Portfolio for You
  • We Keep You on Track
  • Continuous Education

Achieve Your Financial Goals

Every investor’s situation is unique. Having a good understanding of your financial goals is an important first step in the wealth management process. We listen to your needs, assess your situation and work with you to develop an investment strategy that helps achieve your goals. Whether you are just starting to plan for your retirement or are already there, our guidance can help keep you on track.

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We Tailor a Portfolio for You

Fisher Investments New Zealand begins by getting a thorough understanding of your personal situation, goals and needs. Next, our US-based parent company, Fisher Investments, uses this information in a top-down investment process to determine the mix of stocks, bonds, cash or other securities that maximises the likelihood of reaching your financial goals. We believe this decision has the biggest impact on returns over time.

From there, we emphasise parts of the market it believes will perform best, such as different countries and stock market sectors.

Finally, the investment team analyses individual securities and selects the ones they believe best capture their high-level views.

We believe this active approach to portfolio management enables us to capitalise on global investing opportunities and help you achieve your financial goals.

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We Keep You on Track

As a client, you’ll hear from Fisher Investments New Zealand regularly to make sure you're informed about markets and to help ensure your portfolio continues to serve your financial goals. Many investors are often tempted to stray from the path to their financial goals, which is why we focus on providing unparalleled client service.

Continuous Education

If you’d like to see whether our approach is a good fit for you, contact us today. We can provide you with a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying. If you decide to become a client, our team of wealth management professionals will help make the transition as smooth and seamless as possible.

Once you become a client, your Investment Counsellor will serve as a long-term resource for information and support. You’ll also have access to exclusive educational resources such as webinars and other communications from senior members of the firm’s investment team.

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Insights & Media

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Awards and Recognition

Wealth & Asset Management Awards 2023 Equities Manager of the Year
Award Great Place to Work - Australia - Certified
Active Manager of the Year
Pensions & Investments - One of the Largest Money Managers Awards Logo

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Learn why more than 170,000 clients* trust Fisher Investments and its affiliates to manage their money, and how we may be able to help you achieve your financial goals.

*As of 31/12/2024
Includes Fisher Investments and its affiliates.

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0800 420 017

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