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BOUTIQUE FINANCIAL

Our Advisers

Investment-Adviser-in-NZ

Roger Sutherland

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.

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Jack Powell

Jack has been working as an adviser in New Zealand since 1995, and has extensive experience in both the investment and business risk markets.

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Ben Lavender

Ben entered the financial services industry in 2005 and has been providing financial advice since 2008.

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Investment-Adviser-in-parnell

Grant Lowe

Grant has worked in financial markets since 1998, both in London and New Zealand, providing advice for families and trusts.

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Our Story

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.