Putting away money is a great start, but if you really want to reach your future goals, such as retirement or helping your family, talking to an expert and having an investment plan can make all the difference.
If you’ve accumulated some wealth and want to grow it further, you might want to check out our Wealth Advisory Service, which could help you grow your money over the long-term.
Our experienced Wealth Managers will guide you through a process to define what’s important to you and prepare an investment plan to help achieve your goals.
If it’s right for you, they can provide recommendations for ASB Portfolio Series, a discretionary investment management service, or ASB Investment Funds, a managed investment scheme.
Whether you’re starting your investment journey or well into it, call us today - we’re here to 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.
If you’d like to know more about our investment advice process and how we invest your money, check out our Wealth Advisory service.
Whether you’re an early bird or a night owl, you can check your investment balance online, anytime.
If your investment needs go beyond the everyday, you might qualify for Premium or Private Banking. Get a dedicated Private or Premium Manager on call to help you with your complex banking needs, plus access to key specialists across the ASB Group.
Check our ASB Investment Funds Market Review and our economic research centre for market updates and economic reports to help you keep up to date.
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.
