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    • Fisher Funds Premium Service

    Premium Service

    A bespoke wealth management solution

    Investment solutions tailored to your individual needs

    Our most comprehensive service offering for investors with over $500,000 to invest. Premium Service provides personalised advice and wealth management solutions designed to meet your individual needs and goals.

    • A dedicated Wealth Management Adviser

      Your Wealth Management Adviser will take the time to get to know you and understand your unique financial situation and the ambitions you have for the future.

    • A personalised investment solution

      With access to a full range of funds and asset classes, your Wealth Management Adviser will work with you to create a diversified investment plan that meets your specific needs and goals. Regular reviews will ensure your investment plan stays aligned to your situation and goals.

    • Access to the latest investment insights

      Your Wealth Management Adviser has a direct link to our experienced Investment Team, giving you access to the latest investment insights and answering any questions you may have along the way.

    • Concierge Support Service

      In addition to your dedicated Wealth Management Adviser, our experienced team are here to support you and answer any questions you have.

    Find out more...
    • Fund performance

      Check out the latest after fees and before tax returns for our funds.

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    • Smart Active Management

      Using our time-tested investment approach, we’ve been helping our clients achieve their ambitions since 1998.

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    • Responsible Investment

      Fisher Funds is committed to investing your money responsibly. It’s not just the right thing to do, it’s just common sense.

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    • Fees & expenses

      Understand the fees you can expect to pay on your Premium Service investment.

      Download PDS

    A range of Premium Service funds to create a bespoke solution

    We believe in the benefits of having a diversified investment portfolio. Each of the asset classes available through the Premium Service performs a specific role and together they can be used to create a bespoke portfolio that suits your unique needs and goals.

    • Premium Income Fund

      Aims to provide stable returns over the long term by investing in New Zealand and international fixed interest assets.

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    • Premium Property & Infrastructure Fund

      Focuses on growth of your investment over the long term by investing in New Zealand and international property and infrastructure assets.

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    • Premium New Zealand Fund

      Focuses on growth of your investment over the long term by investing in quality New Zealand companies which can consistently produce increasing earnings.

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    • Premium Australian Fund

      Focuses on growth of your investment over the long term by investing in quality Australian companies which can consistently produce increasing earnings.

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    • Premium International Fund

      Focuses on growth of your investment over the long term by investing in quality international companies which can consistently produce increasing earnings.

      Learn more

    Here's how you can contact us

    • Email us

      Our friendly team is here to help.

      Email us a query
    • Give us a call

      Mon-Fri from 8.30am to 5.00pm.

      0508 347 437

      +64 9 445 3377

    • Postal address

      Fisher Funds Management Limited,

      Private Bag 93502, Takapuna,

      Auckland 0740, New Zealand

    • Media enquiries

      Member of the press?

      Send an email

      Or call +64 21 947 835

    • Download the Premium Service Fact Sheet

      Download the Premium Service Fact Sheet for more details.

    • Our financial advice services

      Please read the Fisher Funds’ Advice Disclosure to find out about our financial advice services.

    KiwiSaver
    Managed Funds
    Funds & performance
    Investing with us

    Disclaimer: Fisher Funds includes Fisher Funds Management Limited ("Fisher Funds") and Fisher Funds Wealth Limited. Fisher Funds Management Limited is the issuer of the Fisher Funds KiwiSaver Scheme, Fisher Funds TWO KiwiSaver Scheme, Fisher Funds Managed Funds, Premium Service, LifeSaver Plan, and Investment Series. Fisher Funds Wealth Limited is the issuer of the Fisher Funds KiwiSaver Plan and Fisher Funds Investment Funds. A PDS for each of the financial products is available here and also on the relevant scheme's offer register entry at disclose-register.companiesoffice.govt.nz/. Fisher Funds Management Limited is also the issuer of the Fisher Funds FuturePlan. Professional investment advice should be taken before making an investment. A disclosure statement is available from your adviser, on request and free of charge.

    Fund performance figures do not include entry fees, exit fees, or any other fees associated with buying or selling units in the fund, or tax, but do include any tax credits applicable to the funds since October 2007. Information, calculations, and any opinions on this website are based upon sources believed reliable, but Fisher Funds, its officers and directors make no representations as to their accuracy or completeness. All opinions reflect our judgment on the date of communication and are subject to change without notice. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.

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