Get expert financial advice
Our dedicated team of experienced and qualified financial advisors provide personalised advice tailored to your financial goals and needs.
Speak with an ASB Wealth Manager
Recently sold a business or property, received an inheritance, or have significant savings you'd like to grow? An ASB Wealth Manager can provide quality investment advice tailored to your personal situation and goals.
With offices around the country, you'll find an ASB Wealth Manager near you. Prefer to meet online? We can do that too.
Why the ASB Wealth Advisory Service?
Committed to delivering you strong long-term returns
We work with some of the world's leading investment managers, including BlackRock. Together we combine active and index-tracking styles with strategic asset allocation and currency hedging techniques, to help you get the most out of your investment.
Easy & convenient
Keep track of your investments online or with the help of your ASB Wealth Manager when you need it. You have access to regular reviews to ensure you're still on the right path for your personal situation and goals.
How we help you
Working with the ASB Wealth Advisory team is an on-going, flexible process that involves planning, advice and developing a rewarding relationship.
- 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, including your short, medium and long-term goals. As they relate to you, your finances and lifestyle.
- 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 quality assurance teams 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 maximise your wealth. It's part of our ongoing commitment to you.
Keeping you informed
Stay up to date with our latest insights, market commentary and podcasts from our team of experts.
Get in touch
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Email us
Send us an email and one of our team will get back to you.
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Give us a call
Our specialist team are here to help.
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.
