Investments with WealthView
A premium investment service, without the premium.
If you’re after a tailored solution with access to specialised advice, you’ve come to the right place.
There are WealthView Advisers available to help tailor-make an investment portfolio that meets your financial goals and risk profile, using a wide range of investments in New Zealand and elsewhere around the world. Your Adviser will regularly review your portfolio to ensure it reflects your changing needs and lifestyle.
Benefits of WealthView:
A range of investments are available through WealthView, to suit different investor goals, including managed funds, index funds, bonds, shares, and cash products.
We offer a range of model portfolios to suit different investor objectives, with investments in the model portfolios being selected by us with the support of advice from independent investment experts.
When you invest in WealthView, we can arrange easy access for you so that you can view your balance(s), investments, statements and other reports.
Get a single consolidated tax report at the end of the tax year to help you complete your tax return quickly and easily.
Your Adviser will regularly review your portfolio to reflect your changing needs and lifestyle.
Everything's taken care of for you - it's portfolio management made easy!
All clients have a Cash Management Account. Below is the rate of interest you receive on the Cash Management Account (in the various currencies it is available) as at 10 November 2023.
Currency | Current interest rate you receive |
|---|---|
| NZD | 5.25% |
| AUD | 4.10% |
| CAD | 4.50% |
| CHF | 0.00% |
| EUR | 0.00% |
| GBP | 4.75% |
| HKD | 0.00% |
| JPY | 0.00% |
| SGD | 0.00% |
| THB | 0.00% |
| USD | 4.75% |