Ready to Start Your Journey to a Better Financial Future?
Once you’ve decided Fisher Investments New Zealand is right for you, we’re here to make becoming a client as seamless as possible. Our simple, personalised new-client-onboarding process is designed to be straightforward and collaborative. It features specialised resources designed to give you confidence and peace of mind that your financial future will be handled with care and experience.
Becoming a New Client
The start of your financial journey is a personalised process designed to prioritise your unique needs, financial situation and long-term goals. Below is a step-by-step process of what to expect as you become a new client.
Seven Simple Steps to Becoming a Client
1. Initial Consultation
Begin your journey by requesting an appointment to speak with one of our experienced representatives. We’ll take the time to learn about your financial goals, unique circumstances and current investments, and together, we will determine if we are the right fit for you and your long-term goals.
2. Client Agreement Letter
If Fisher Investments New Zealand is the right fit for you and you want to formally become a client, you will complete a Confidential Client Agreement.
3. Client Service Team Introduction
Next, you’ll be introduced to your Fisher Investments New Zealand Investment Counsellor, your primary point of contact and liaison to the strategic portfolio decision-makers, the Fisher Investments Investment Policy Committee (IPC). During this in-depth introduction, we’ll seek to learn more about your retirement goals, financial situation, family, health, as well as your interests and aspirations. The better your Investment Counsellor knows you, the better Fisher Investments New Zealand can tailor an investment strategy to your unique financial objectives.
4. Account Set-Up & Funding
We’ll assist you in establishing your account(s) with large, well-known third-party financial institutions who will be your custodian and hold your assets. To make the process as simple and seamless as possible, we will help you complete any necessary paperwork to establish your account(s) and initiate transfers.
5. Financial Summary & Portfolio Recommendation
Your Investment Counsellor will share details from your introductory meeting with the Portfolio Evaluation Group, who will create a portfolio recommendation tailored to you at the direction of the IPC. We’ll walk you through this recommendation to help clarify every aspect.
6. Strategy Implementation
Once you’ve discussed and approved your portfolio recommendation with your Investment Counsellor, your tailored strategy will be implemented.
7. Ongoing Support
After becoming a client, you’ll receive world-class client service and support tailored to you. This includes exclusive client communications to keep you informed about our latest views on capital markets, along with access to additional informational resources.
What to Expect in Your First Year as a Client
After the implementation of your portfolio strategy, you’ll receive regular, relevant portfolio and market insights via a wide variety of exclusive, on-demand, proactive communications. In addition, here are a few of the other resources offered to Fisher Investments New Zealand clients, with some curated exclusively for new clients:
- Client webinars on everything from broader market updates to special financial planning topics and more.
- Immersive content designed to help you understand our investment approach, how we actively manage portfolios and the services and offerings available to you as a client.
Evolving with You to Keep Your Goals on Track
On a quarterly basis, your Investment Counsellor will reach out to share updates on Fisher Investments’ current market forecast, discuss your strategy and assist with any financial needs. What if your financial goals or circumstances change? Life happens. We understand that. If your circumstances change, please let us know so we can keep your portfolio aligned with your long-term goals and objectives.
Have questions or concerns? Contact your Investment Counsellor at any time—we’re here to give you confidence and peace of mind, so you can enjoy life.
Learn More
Learn why more than 200,000 clients trust Fisher Investments and its affiliates to manage their money, and how we may be able to help you achieve your financial goals.
As of 31/03/2026. Includes Fisher Investments and its affiliates.
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