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Private Wealth

Our Private Wealth advisers are partners in managing your long-term wealth

Financial Advice Disclosures

Private Wealth

Wealth is what you choose to call important

But achieving your wealth goals can be a difficult journey to take alone. Our Private Wealth advisers are here to help.

Our process

Creating a total view of your wealth

To help you make the best financial decisions, we give you a total view of your wealth.

It’s about understanding how everything fits together, not just the money you have available to invest.

Building a clear plan

We use our unique Wealth Plan software to show you the choices you have available now and in the future, and build an investment plan around your goals and objectives.

We can also use Wealth Plan to create a plan for how to turn your investments into retirement income. 

Creating your Investment Portfolio

We build a tailored investment portfolio for you. All of our investment funds are actively managed by our world-class investment team.

The way we allocate your investment across our funds is based on your age, goals, life stage and attitude towards risk.

Making sure your investments stay on track

We continue to make sure your investment portfolio is structured to help you achieve your goals.

We meet with you regularly to review your investment portfolio. If it needs adjusting or your goals change, we can make those changes for you.

The value of financial advice

Achieving your wealth goals can be a difficult journey to take alone. Numerous studies have shown that working with a financial adviser makes a material difference to long-term financial outcomes.

  • +3%p.a.

    Investors with a financial adviser are estimated to achieve an average of 3% p.a. more growth than a DIY investor.1

  • +250%

    Over a lifetime, financial advice can lead to around 250% more in retirement savings.2

  • 90%

    90%+ of the variation in returns investors experience comes from asset allocation (rather than market timing).3

  1. Francis M. Kinniry Jr. CFA et al. ‘Putting a value on your value: Quantifying Vanguard Advisor’s Alpha.’ Vanguard Research, July 2018.
  2. ‘The Future of Retirement Power of Planning’, HSBC 2011
  3. Brinson, Gary P., Hood, L. Randolph, and Beebower, Gilbert L. ‘Determinants of Portfolio Performance,’ Financial Analysts Journal, July-August 1986, pp. 39-44

What we do

Advised investment portfolios with holistic retirement planning

Accumulation

Advised investment portfolios

Grow your wealth with a tailored investment portfolio built around your age, goals, and attitude towards risk.

Deaccumulation

Holistic retirement planning

Make the most of the wealth you’ve built up over time with a clear drawdown plan so your investments last as long as possible.

Wealth Plan

Unique technology to help you plan for your future

Our Wealth Plan software shows you the choices you have available now and in the future, and builds an investment plan around your goals and objectives. We can also use it to create a plan for how to turn your investments into retirement income. 

Reid Parker

Senior Wealth Adviser

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Get in touch

Wherever you are in New Zealand, we have a Private Wealth adviser available to meet with you and discuss how we can help you achieve your financial goals

Request a call and we’ll be in touch