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

Financial Markets

OUR BROCHURE

Sign up to our mailing list

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

  • Apr 07

    April Market Update

    “The Intelligent Investor is one who sells to optimists and buys from pessimists.” Benjamin Graham NZ Property Update House price inflation is rampant in NZ with +22% y.o.y. for the period ending February 2021. This sort of growth increases the risk of a major disruption to the wider NZ economy when the $1.5 trillion property bubble finally bursts. How could we address this rising risk? Enter Prime Minister Jacinda Ardern! The biggest news in the past month for NZ investors has to be the changes to property investing announced as

  • Feb 02

    February Market Update

    If it looks like a bubble and smells like a bubble……. It is very likely that US share markets are now in “bubble” territory. Bubble means shares are trading at historically expensive valuations. At present, many longer-term valuation measures show that S&P500 shares are trading at valuations higher than levels reached in 2000. The record high valuations in 2000 were the precursor to the “Tech Wreck” which saw the S&P500 fall by 44.70% over the next 2.1 years. S&P500 valuations stretched Source: Bloomberg, Yale/Robert Shiller, John Hussmann, John Mauldin It