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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 $500m of investments on behalf of individuals, trusts and organisations.

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

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Latest From The Blog

  • May 02

    May Market Update

    3% US 10-Year Government Bonds – for one day As inflationary pressures continue to increase in America, we have seen bond markets continuing to price in a higher expectation of rate rises soon from the US Federal Reserve. Rising inflation, and the unwinding of US quantitative easing (QE), led the US 10-year government bond yield to move above 3% for the first time since December 2013. It stayed at this level for only one day, but this breach of what had previously been the upper bound of yields caused the

  • Apr 10

    April Market Update

    Markets driven lower by tech scandal & trade wars In the quarter ending March 2018, we have seen further volatility and uncertainty in the markets. All developed markets have produced a negative return, while the emerging markets have managed to maintain a small positive return. The S&P500 had the worst first quarter performance since 1929 according to Bloomberg, bringing the S&P500 Price to Earnings ratio back to 16.5 times. A level not seen since early 2016. Over the last year, ending March 18, market indices have been positive. The lowest