Our Services

The financial management services we offer are designed to span your lifetime. They help you to achieve your ambitions and protect your desired standard of living. As your situation changes, your Spicers adviser can make adjustments to ensure you always have the combination of solutions that’s most appropriate for your current situation and long-term goals.

Cash management and short-term savings

We offer a selection of cash and short-term savings products that ensure your most liquid assets are freely available. At the same time, they’re also helping you to achieve your long-term financial goals.

Cash management account

A liquid investment with a low risk and return profile. Your money is earning until you need it for regular expenses.

Master Trust

For short-term savings you can utilise our Mastertrust, which incorporates a selection of researched managed funds from a number of investment managers.

KiwiSaver

There are benefits to using KiwiSaver as a saving tool. Your Spicers adviser can discuss how New Zealand’s best-known savings plan can work for you.

Long-term savings and wealth management

Our wealth management services are designed for investors who have longer-term goals, such as financing a work-free lifestyle or better-than-average retirement. Once your financial plan has been created, a personalised investment portfolio is designed by a Spicers adviser, then carefully adapted to changing market conditions and life stages as the years go by. Advisers work with our Approved Product List, to select appropriate investment solutions. Our two main offerings are:

Master Trust

Our Master Trust solution (AMP Investment Trust): This is a selection of researched managed funds from a number of investment managers with varying investment options into different asset classes. Depending on the size of your investment, it could be an ideal ‘one stop shop’ solution. Your Spicers adviser will recommend a CUT portfolio if it’s suitable for you. 

WealthView

A 24/7 online view of your portfolio, enabling you to see how your investments are doing, access performance reports and stay up-to-date with the latest market information. WealthView is available with investment portfolios that include managed funds (including the AMP Investment Trust), direct equities and/or bond securities.

Superannuation

For New Zealanders who are investing money in KiwiSaver or some other kind of workplace superannuation solution, Spicers can add a layer of expert advice that can significantly improve savings performance. We can also help with pension transfers from Australia.

KiwiSaver

Your Spicers adviser can assist with choosing a provider. All providers offer a variety of funds, to match life stages and risk profiles, so you’ll also benefit from assistance with choosing the most appropriate fund.

Workplace solutions

If your employer has a private superannuation scheme, joining can be an effective way of saving for the future. Your Spicers adviser can help with decisions related to your employer’s scheme.

Pension transfers

Trans-Tasman Portability - the ability to transfer your Australian superannuation scheme to New Zealand now exists. We can help invest your funds through a suitable KiwiSaver option.

Moving to New Zealand

If you are immigrating to New Zealand, or are an expatriate Kiwi returning home, Spicers can assist with a full range of financial services. Our expertise is particularly helpful if you have an existing investment portfolio that will require ongoing management.

Asset and life protection

Through our relationship with AMP, Spicers can provide a complete insurance service. Your Spicers adviser can look at your requirements and recommend the most appropriate solutions. Insurance types include:

Life insurance

Can provide some financial security for your family if you die or become terminally ill.

Income protection

Can provide a secure source of income if you are unable to work due to accident, illness or injury.

Trauma insurance

Provides a lump sum in the event of a specified major illness, injury or procedure.

Disability insurance

Provides a lump sum if you become totally and permanently disabled to the point where you are unable to work ever again.

Business insurance

A range of products to help keep your business safe and secure.

General insurance

Protection against possible loss or damage to your vehicles, house and belongings.

Travel insurance

Financial protection against unexpected events while you’re travelling.

 

Ready to take the next step or have more questions?

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The Advice Process

The advice process includes four stages – discovery, developing your plan, putting the plan into action and reporting/reviewing.... More >

How much do you need?

Use our calculators to identify your retirement and savings goals... More >

Looking for an adviser in your region?

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Important information
AMP Wealth Management New Zealand Limited is the issuer and manager of the Client Unit Trust (CUT). The Trustee of CUT is The New Zealand Guardian Trust Company Limited. Download a copy of the CUT Investment Statement or CUT eInvest Funds Investment Statement for more information. AMP branded home, contents, car and boat insurance product is underwritten by Vero Insurance New Zealand Limited. AMP Travel Insurance is underwritten by Allianz Australia Insurance Limited. This information provides a general summary of the key features of the products described and is subject to change without notice. Terms, conditions, criteria, definitions and exclusions apply as set out in the relevant policy document and schedule. In addition, waiting periods, qualifying periods, no claims periods, and/or survival periods may apply. Full details are set out in the policy document and schedule, which is available on request. Applications for cover are subject to approval by Underwriting. The content on this website is for information only. The information is of a general nature and does not constitute financial advice or other professional advice. To the extent that any of the above content constitutes financial advice, it is class advice only. Before taking any action, you should always seek financial advice or other professional advice relevant to your personal circumstances. While care has been taken to supply information on this website that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission. A disclosure statement is available from your adviser, on request and free of charge.

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