ASB Wealth Advisory Service

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.

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Benefits at a glance

  • Wealth Managers who listen and understand what’s important to you
  • Maximise returns with ongoing support and regular reviews
  • Track your investments with easy-to-use online tools
  • Investment planning tailored to your future goals
  • Access a diverse range of investments, here and around the world
  • Competitive fees mean more of your money stays invested

Is it right for me?

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:

  • You have a significant Term Deposit maturing soon.
  • You’ve been using your Term Deposit for income and want to explore other alternatives.
  • You have significant money to invest after selling your farm or business.
  • Your house is mortgage free or will be in the next 12 months.
  • You don’t plan to access this money for the next few years.

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.


How it works

Our investment approach

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:

  • Clear governance and decision-making structures that promote efficiency and accountability are effective and add value to our customers.
  • Asset allocation and currency decisions are the most important investment decisions we make.
  • Investment decisions taken with a medium- to long-term horizon will in the long-term provide better outcomes for our investors.
  • Investment risks, including environmental, social and governance (ESG) risks, are material to investment returns.
  • Active management within asset classes can add value, however, it is difficult to identify and secure active managers who consistently capture excess returns after costs.
  • The cost of managing money is an important component of investment returns.

An ongoing process to grow your wealth

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.

Talk with an expert about your future

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.

Tailor a plan to your needs

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.

Ensure your investment plan stays on track

We regularly assess both your plan and circumstances to help you grow your wealth. It's part of our ongoing commitment to you.

Get started today

01. Enquire

Want to invest? See how we can help.

02. Understand

Tell us what you want to achieve. We’ll prepare an investment plan just for you.

03. Invest

Understand your investment plan and have your investment set up.

04. Review

Regular investment reviews with your ASB Wealth Manager help you stay on track.

Invest now with ASB

Enquire online

Tell us how we can help and one of our team will get back to you.

Enquire online

Contact us today

For investment advice:
0800 108 084

For KiwiSaver advice:
0800 272 019

Visit a branch

Visit us at one of our many branches across New Zealand.

Find a branch

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Term deposit

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ASB Term Fund

PIE alternative to a term deposit for those on a 30% or 33% tax rate.

ASB Cash Fund

A tax-efficient way to save for those on a 30% or 33% tax rate.

Guides to get you there

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.