Wealth Management | Premium Service | Fisher Funds Scroll

We believe that people and relationships play critical roles in managing your wealth

It all starts with you. The cornerstone of our personalised Premium Service is your relationship manager, a dedicated Financial Adviser who becomes the link between you and the Fisher Funds team of investment specialists.

Personalised advice

Financial advice

Once we understand your needs and goals, we then craft your wealth management plan tailored specifically to you. Our advisers can give you confidence that your future plans are achievable, and if you are not on track, we can help put the right strategy in place (or come up with more reasonable goals).

Learn more about our financial advice process »

A tailored investment solution

A tailored investment solution

We strongly believe in the benefits of having a diversified investment portfolio. The Premium Service provides you access to the full range of assets classes.

Whether you are a conservative investor looking to protect your capital or comfortable taking a little more risk in search of growth, we can tailor an investment to suit your needs from a mix of our funds.

Enquire about the Premium Service

Our team are here to help. If you would like to learn more, please call us or complete the form below:

Our financial advice services

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

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