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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 $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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Latest From The Blog

  • Dec 04

    December Market Update

    2019 – Another year of growth underwritten by Central banks You may recall at the end of 2018 we saw a large correction down in the S&P500 of around -20% as investors in US shares sold out on fear of rising rates and slowing growth. Enter the US Federal Reserve with a change in monetary policy from tightening (raising rates) to loosening policy (dropping rates). Interest rates in US and around the globe fell, however the world continued to slow with the global Purchasing Manager Index (PMI) moving into negative

  • Oct 01

    October Market Update

    Share market review Over the past 12-months most share markets have produced positive returns with only the Japanese Nikkei index producing a negative return in local currency. The remainder have produced low single digit positive performance except for the NZX and ASX which have produced attractive double digit returns.   As shown above the NZX50 has had a solid 12-month performance. This rally has occurred on the back of slowing local and global markets, which has led to falling local interest rates, and an increased level of foreign ownership (53.7%).