We offer two types of investment services and products; wealth management and advice, and investment funds.

Wealth Management

Pie Wealth is a personalised service, tailoring an investment portfolio to your lifestyle and requirements. This service is best suited to individuals, family trusts and corporates with $1 million or more to invest.

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Investment Funds

Pie has a range of investment funds to suit different risk and return profiles. You can choose multiple funds to diversify your investments, or invest in a single fund if you want something specific. The minimum investment amount is $25,000 per fund.

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15 years of investing for growth

Pie Funds launched in 2007 with a founder and one fund. Today, we’re entrusted with over $2 billion of funds under management and have generated over $400m of wealth for clients over the past 15 years.*

*Client returns figure based on the combined net profit before tax from 2007 to 31 October 2023 for the Pie Funds Management Scheme and the JUNO KiwiSaver Scheme (established in 2018). Funds under management figure as at 31 October 2023, includes both Schemes. Pie Funds opened its first fund on 3 December 2007.

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Pie Funds 15 years logo (2007-2022)

We’re here to help

We’d love to hear how we can help. Simply call or send an enquiry to speak with our team, or arrange a visit to our offices.

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