X

Boutique Financial Advice

wealth management advisers

OUR ADVISERS

Expert Tailored Financial Planning 

Read More

Tailored Financial Advice

Recommended Reading

Articles and Books

Read More

Private Wealth Clients

Testimonials

Read What Our Clients Have To Say

Read More

Family Office Auckland

Family Office

Planning For The Future

Read More

Financial Markets Update

The Blog

Insights & Thoughts On The Current Market

Read More

Tailored Investment Solutions

We are a specialist investment & financial planning firm, committed to preserving client capital while delivering sustainable and attractive long-term investment returns.

Established in 2001 to provide wealth management and investment advisory services predominantly for Grant Thornton New Zealand’s Auckland clients, Private Wealth Advisers now maintains a close association with a number of leading accounting and law firms throughout Auckland and New Zealand. Today the company manages approximately $600m of investments on behalf of individuals, trusts and organisations.

The business is owned by Private Wealth Advisers’ four Principal advisers.

Lets Work Together

Latest From The Blog

  • Dec 11

    Sharon Zollner ANZ Chief Economist 9th December 2020

    If you cannot view the video, click here.

  • Nov 30

    December Market Commentary

    Reflecting on a year to forget Remember in January 2020 when things were looking great and we were expecting a year of growth driven by fiscal support? How right we were, just not in the way we anticipated! How the year started: 4th January we started hearing about 44 cases of pneumonia in China. 11th January China releases the genome sequencing for the novel coronavirus. We believe this is a localised virus and nothing too serious to worry about. 23rd January the World Health Organisation visits Wuhan in China (a