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We thank our clients for their continued support and hope you take satisfaction from these awards as well.

2019

  • Good Returns Powered by Research IP Awards - Fund Manager of The Year - Winner
  • Good Returns Powered by Research IP Awards - Australasian Fixed Interest Sector - Winner
  • Good Returns Powered by Research IP Awards - Adviser Choice for Equity Fund of the Year - Winner
  • Good Returns Powered by Research IP Awards - Diversified Funds- Finalist
  • Good Returns Powered by Research IP Awards - Australian Equities - Finalist
  • Good Returns Powered by Research IP Awards - Global Equities - Finalist
  • Good Returns Powered by Research IP Awards - Global Property and Infrastructure - Finalist
  • Zenith FundSource Awards - International Property - Winner
  • Zenith FundSource Awards - Kiwisaver Manager of the Year - Finalist
  • Zenith FundSource Awards - New Zealand Equities - Finalist
  • Zenith FundSource Awards - International Equities - Finalist
  • Zenith FundSource Awards - Fund Manager of the Year - Finalist
  • INFINZ - Fund Manager of the Year - Bonds - Winner
  • INFINZ - Fund Manager of the Year - Equities - Finalist
  • CRM Contact Centre Awards 2019 - Financial Services Support - First place
  • CRM Contact Centre Awards 2019 - Channel Awards - First place in New Zealand for email customer service
  • CRM Contact Centre Awards 2019 - Outbound Awards - Gold for second place outbound business to consumer calling in New Zealand
  • CRM Contact Centre Awards 2019 - Supreme Awards - Gold for second place Contact Centre in New Zealand (less than 50 seats)
  • CRM Contact Centre Awards 2019 - Live Chat - Diamond Award for first place Live Chat in New Zealand
  • CRM Contact Centre Awards 2019 - Most outstanding Customer Service Representative - Elliott Young

2018

  • INFINZ - Fund Manager of the Year - Bonds - Finalist
  • FundSource Awards - KiwiSaver Manager of the Year - Finalist
  • FundSource Awards - International Property Sector - Finalist
  • CRM Contact Centre Awards 2018 - Financial Services Support - First place
  • CRM Contact Centre Awards 2018 - Outbound Awards - Silver for third place outbound business to consumer calling in New Zealand
  • CRM Contact Centre Awards 2018 - Supreme Awards - Silver for third place Contact Centre in New Zealand (less than 50 seats)
  • CRM Contact Centre Awards 2018 - Live Chat - Diamond Award for first place Live Chat in New Zealand

2017

  • FundSource Awards - Global Property Sector - Winner
  • CRM Contact Centre Awards 2017 - Financial Services Support - Finalist
  • CRM Contact Centre Awards 2017 - Live Chat - Silver Award for third place Live Chat in New Zealand
  • CRM Contact Centre Awards 2017 - Most outstanding Customer Service Representative - Sarah Langton

2016

2014

  • FundSource Fund Manager of the Year — NZ Equities
  • FundSource Fund Manager of the Year — International Fixed Interest
  • FundSource Fund Manager of the Year — Finalist
  • FundSource Boutique Manager of the Year — Finalist
  • Morningstar Fund Manager of the Year — KiwiSaver — Finalist
  • Morningstar Fund Manager of the Year — Domestic Equities — Finalist
  • IFINZ Fund Manager of the Year — Bonds — Finalist

2013

  • FundSource Fund Manager of the Year — NZ Equities
  • INFINZ Fund Manager of the Year — Finalist — Equities Award
  • Morningstar Fund Manager of the Year — Domestic Equities
  • Morningstar Fund Manager of the Year — KiwiSaver — Finalist
  • Morningstar New Zealand Fund Manager of the Year — Finalist

2012

  • Morningstar Fund Manager of the Year — Domestic Equities
  • FundSource Fund Manager of the Year — NZ Equity

2010

  • Workplace Savings NZ People’s Choice Award for best KiwiSaver Communicator
  • Morningstar Fund Manager of the Year — Finalist
  • Morningstar Fund Manager of the Year — KiwiSaver New Zealand — Finalist
  • Morningstar Fund Manager of the Year — International Equities — Finalist

2007

  • FundSource NZ Equity Fund Manager of the Year

2006

  • Morningstar Fund Manager of the Year — Domestic Equities

2005

  • Morningstar Fund Manager of the Year — Domestic Equities

2004

  • Morningstar Fund Manager of the Year — Domestic Equities

2003

  • FundSource NZ Equity Fund Manager of the Year
  • Morningstar Fund Manager of the Year — Domestic Equities — Finalist

2002

  • FundSource NZ Equity Fund Manager of the Year

INFINZ Fund Manager of the Year - Bonds

Fixed Interest Team (pictured left to right): Matt Logan, Quin Casey, David McLeish & Lyle McNee


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