ANZ Investments

Name

ANZ Investments

Legal name

ANZ New Zealand Investments Limited

Website

https://investments.anz.co.nz

Company type

Private

Operating status

Operating

Ownership category

akta.pro rank

Product category

Retirement Savings / KiwiSaver Scheme Management

NAICS

Portfolio Management and Investment Advice (523940), Pension Funds (525110)

SIC

Investment Advice (6282)

akta.pro primary industry

Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)

akta.pro secondary industries

Private Client/High-Net-Worth Advisory (FSAEAAAN), Tax-Advantaged Investing & Wrappers (ISA, 529, Insurance Bonds, etc.) (FSAAAAAL)

Keywords

• Kiwisaver scheme management
• Retirement savings products
• Investment fund management
• Wealth management services
• Managed investment funds

Headquarters

HQ city

West Auckland

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. KiwiSaver Management Fees: ANZ New Zealand Investments Limited earns revenue through management fees charged on KiwiSaver scheme funds under management. The specific fee amounts are disclosed in the product disclosure statement.

Go-to-market motion1 record

Distribution channels5 records

Marketing channels6 records

Core offering

ANZ Investments (ANZ New Zealand Investments Limited) manages KiwiSaver retirement savings schemes for New Zealanders, offering multiple scheme options including the ANZ KiwiSaver Scheme, OneAnswer KiwiSaver Scheme, and ANZ Default KiwiSaver Scheme. The schemes provide diversified investment fund options across conservative, balanced, and growth risk profiles, designed to help New Zealanders save for retirement and first home purchases.

Differentiator

Problem solved

Functional benefit

Products and services

• ANZ KiwiSaver Scheme A KiwiSaver retirement savings scheme offering multiple investment fund options across different risk profiles (conservative, moderate, balanced, growth, and aggressive), designed for individual New Zealanders to save for retirement and first home purchases.
• OneAnswer KiwiSaver Scheme

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Direct peers

• Booster Investment Management: NZ KiwiSaver specialist offering multiple funds including conservative, balanced, and growth options. Direct competitor targeting the same individual retirement-saver segment with comparable digital and adviser-led distribution.
• Milford Asset Management: New Zealand-based KiwiSaver scheme manager with multiple fund options and active management focus. Directly competes for the same KiwiSaver customers as ANZ Investments, with comparable fund types and digital servicing.
• Fisher Funds: One of New Zealand's largest KiwiSaver providers and a direct competitor offering multi-fund KiwiSaver schemes. Comparable product set (multiple KiwiSaver funds, digital tools, advisory) and overlapping target market of individual NZ investors saving for retirement or first home.
• Generate KiwiSaver: KiwiSaver-focused investment manager in New Zealand offering a range of funds with a digitally led distribution model. Direct peer competing for first-home-buyer and retiree KiwiSaver customers.

Broad incumbents

• AMP: Large Australasian wealth manager with KiwiSaver scheme and broader managed-fund offerings. Comparable as an incumbent multi-product wealth manager serving NZ retirement savers.
• Mercer (NZ): Global investment consulting and wealth manager with KiwiSaver scheme offerings in NZ. Overlaps with ANZ Investments in retirement/investment management, particularly for advised segments.
• ASB Bank (KiwiSaver): Sibling NZ bank-owned KiwiSaver provider offering ASB KiwiSaver Scheme through similar digital and branch channels. Comparable bank-distributed KiwiSaver proposition targeting the same customer base as ANZ.
• Westpac NZ (KiwiSaver): Another major NZ bank with a KiwiSaver scheme distributed through digital and branch channels. Competes directly with ANZ for bank-channel KiwiSaver customers.

Emerging players

• Russell Investments: Global investment manager offering KiwiSaver schemes in NZ with multi-manager fund construction. Comparable in providing diversified KiwiSaver fund options, though smaller local share than ANZ.
• Simplicity KiwiSaver: Low-cost, NZ-founded KiwiSaver specialist that has rapidly grown AUM on a fee-leadership proposition. Competes on a partial overlap — KiwiSaver only — but represents the most disruptive digital-native challenger to incumbent providers.

Market position

Customer concentration

• Xtwitter.com/ANZAotearoa
• YouTubeyoutube.com/@ANZAotearoa
• Facebookfacebook.com/ANZAotearoa
• LinkedInlinkedin.com/company/anz
• Instagraminstagram.com/anzaotearoa

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ANZ Investments