About Us

The Investment Store is a specialist 3rd party funds marketing business. We aim to assist high quality boutique and specialist fund managers (in NZ, Australia and from around the world) to successfully market their capabilities and funds to professional financial intermediaries and institutional in New Zealand. In doing this we hope to bring benefits to our intermediary clients (through the marketing of high quality and unique investments that may enhance their client’s portfolios); and our fund manager partners (through increased funds under management, enhanced reputation and profile).

At the same time, we aim be considered the benchmark for 3rd party marketing in NZ by all of our clients; to provide innovative, interesting and refreshing marketing strategies to our clients; to make a major contribution to the success, reputation and growth of the funds management and professional intermediary industry in NZ; and to champion the advancement of Responsible Investing in NZ.

The Investment Store is registered on the Financial Service Providers Register (FSP number 11981). We are registered to provide wholesale and/or generic financial adviser services only.