How We're Different

Fisher Investments New Zealand provides investment management services to wholesale clients in New Zealand, and outsources portfolio management to our US-based parent company, Fisher Investments. For over 45 years, the global Fisher group of companies has helped individuals and families achieve their financial goals by always putting their best interests first.

Structure and Values That Ensure Your Interests Are Always First

Since our founding, we’ve built a firm that’s uniquely structured in our industry to always put your best interests first and help you achieve your investment goals.

  • Personalised Service
  • Tailored Portfolios
  • Disciplined, Active Strategy
  • Performance History
  • Simple, Transparent Fee Structure
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Personalised Service

As a client, you get proactive service from your Investment Counsellor, who is committed to understanding you and keeping your financial plan on track. Want to know how your portfolio is doing and why? Just call your Investment Counsellor.

Your Investment Counsellor will keep in touch in all market conditions to help you stick to your long-term plan.

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Tailored Portfolios

We respect how hard you’ve worked to build your nest egg. Before we recommend anything, we ask about your goals, your expenses, your health, your family commitments and more, to better understand what you need your money to accomplish.

The result is a personalised portfolio designed to meet your needs and help you enjoy the retirement you’ve earned.

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Disciplined, Active Strategy

We believe the best way to discover investment opportunities and achieve long-term results is through active portfolio management centred on your long-term goals. This disciplined, top-down approach allows us to interpret information differently and find global investing opportunities other money managers may overlook.

See How It Works
Ken Fisher and Damian Ornani

Performance History

The Investment Policy Committee of US-based Fisher Investments, Fisher Investments New Zealand’s parent company, has over 150 combined years of industry experience. Additionally, the firm’s US Private Client Group has a 30+ year performance history.

See How We Measure Up
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Simple, Transparent Fee Structure

We charge a simple management fee based on the value of the assets managed for you. Unlike many brokers and independent financial advisers, we do not earn trading commissions. Our fee structure helps align our incentives with your best interests.

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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.

New to Fisher? Call Us.

0800 420 017

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