Term deposit
Earn a fixed interest rate over a time period you choose.
With a personal approach and a range of long-term investment choices, the ASB Wealth Advisory team can help you enjoy your lifestyle today and maximise your wealth for tomorrow.
Talking to a Wealth Manager could be right for you if you have a significant amount of money available that you're looking to grow over the long-term. Perhaps one or more of the following applies to you:
Also, if you have your money invested elsewhere and are looking for an alternative investment approach, you may want to consider ASB's Wealth Advisory Service.
The ASB Investment Committee is responsible for determining the objectives, strategy and policy for our Wealth Advisory Service recommended products, ASB Portfolio Series and ASB Investment Funds. Our approach to investing is guided by the Committee's investment beliefs:
Working with the ASB Wealth Advisory team is a continuous, flexible process that involves planning, advice and developing a rewarding relationship.
PLANNING: Your Wealth Manager takes the time to get to know you, your current situation and your goals. This is vital to create an investment plan for your future.
ADVICE: Advice is tailored to you and based on your planning sessions with your Wealth Manager.
RELATIONSHIP: We build a strong relationship with you; regularly assessing your plan and circumstances to make sure your money is invested in the right place for you.
Over a series of planning sessions, your Wealth Manager will work with you to establish what's important to you, what risk you’re OK with and your long-term goals.
Your Wealth Manager will create an investment plan for you based on your planning sessions. Your plan is tailored for you and reviewed by our team of para-planners to provide an extra level of comfort.
Your Wealth Manager will outline in full the benefits and risks, so you can make decisions that are right for you.
We regularly assess both your plan and circumstances to help you grow your wealth. It's part of our ongoing commitment to you.
Want to invest? See how we can help.
Tell us what you want to achieve. We’ll prepare an investment plan just for you.
Understand your investment plan and have your investment set up.
Regular investment reviews with your ASB Wealth Manager help you stay on track.
Earn a fixed interest rate over a time period you choose.
A PIE alternative to a term deposit for those on a 30% or 33% tax rate.
A tax-efficient way to save for those on a 30% or 33% tax rate.
ASB Wealth Managers' disclosure statements are available on request and free of charge from your ASB Wealth Manager.
Disclaimer: The information contained in this ASB website is for informational purposes and is designed for use by New Zealand residents only. No person guarantees the financial services or products offered or any of the investments or returns made in respect of the financial services or products. The financial services and products offered are subject to investment risk including loss of income and principal invested.