Who manages the funds

GROSVENOR

"the complete independent solution for financial advisers"

  

  • New Zealand owned
  • Complete independence from Fund Managers and Institutions
  • Assists independent financial advisers to grow their business
  • Independent Investment research
  • Prudent Processes and defensible advice
  • Innovative technological solutions
  • KiwiSaver Scheme Provider

A privately owned company, Grosvenor Financial Services Group Limited was incorporated in March 1998.  Being privately owned and not aligned to any fund managers, Grosvenor has the advantage of being able to offer independent advice to those independent financial advisers.it partners with.

What initially began with a foundation group of financial advisers has now grown to a point where New Zealands leading independent financial advisers, adviser groups and large organisations, are enjoying the benefits Grosvenor can offer them.

Advisers are our business
Providing infrastructure solutions to independent financial advisers is our business. Without advisers as our client we have no business

Inventive solutions
We continually strive to improve our service offering to advisers and their clients. By doing this we will continue to be at the forefront of the market.

Passion for excellence
Our staff are passionate about the business, its success and the desire to deliver the highest quality services possible.

Growing our company & our people
A company is nothing without the people who make it. With having the best team of professionals working together, advisers partnering with us can expect only the best. 

Integrity & trust     
To provide a professional service goes beyond simple business relationships. We aim to forge long term partnerships built on honesty, trust and the ability to listen to our advisers.

Grosvenor has established itself as a leader in the provision of infrastructure solutions for independent financial advisers. Under the Grosvenor System advisers not only get the advantages, generally associated with Wrap accounts, but a complete "Office" system. The focus of the Grosvenor  System is to provide advisers with a complete range of financial planning solutions so they can focus on what is most important to them, The Client.