36 years’ experience in the financial services industry has enabled Roger to develop a proven strategy: advice first backed up with appropriate investment solutions, tailored to each client’s personal circumstances.
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.
We used to work for some of the world’s largest financial institutions, now we just work for our clients