RIVAL Wealth Competitors

ANZ Group, headquartered in Docklands, Australia, and established in 1835, is a banking and financial services company specializing in financial solutions for retail, small business, corporate, and institutional clients.

We are one of New Zealand’s leading investment advisory firms. We understand the importance of a personalised approach to creating wealth, which is why we specialise in creating truly tailored investment portfolios and trusted partnerships that can last a lifetime. With 20+ locations nationwide, our expert advisers are in local communities throughout New Zealand. Our Investment Banking division offers a full range of corporate finance capability, underpinned by our global resources and an experienced team, with expertise across a range of industry sectors. Contact Craigs Investment Partners on: • Freephone: 0800 272 442 • Email: headoffice@craigsip.com • To contact an Investment Adviser visit: craigsip.com/find-an-adviser The Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement is available at craigsip.com/tcs. Craigs Investment Partners Limited is a NZX Participant firm.

Fisher Funds is one of New Zealand’s largest specialist wealth management companies. Operating for 25 years, we’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable. We currently support over 500,000 ambitious Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $25 billion in funds under management. We’re focused on helping our clients achieve their ambitions, and what makes us different is: We’re specialists – investing is all we do. Our in-house investment team has over 450 years of combined investment experience across a range of investment portfolios and geographies. We take an active approach – our investment team take an active approach to investment management with the aim of outperforming the market. We provide financial advice – we have an in-house team of financial advisors who are on-hand to support you with all your KiwiSaver account and investing queries. We invest responsibly – we have a robust responsible investment policy that is applied to all our funds, not just one. This ensures there will be a better tomorrow for future generations. We have an NZ-based client services team – our award-winning client services team are all based in New Zealand and available to take our clients calls, emails or live chats. We have a range of KiwiSaver investment options – we offer a range of KiwiSaver investment options to help you reach your ambitions based on your risk profile and investment timeframe, including the ability to build your own investment strategy. We’re award-winning – not only do we offer all the above, but we’ve been recognised for our efforts, including: Reader's Digest Most Trusted Brand - KiwiSaver - 2021, 2022, 2023, 2024 and 2025 Canstar Outstanding Value KiwiSaver Scheme - Fisher Funds KiwiSaver Plan - 2024