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.
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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
We used to work for some of the world’s largest financial institutions, now we just work for our clients
No 'off the shelf' solutions
Tailored advice, every time