Grant Lowe AFA, CFPCM
PRIVATE INVESTMENT ADVISER
Grant’s typical focus is on designing bespoke portfolio’s for his clients with a focus on wealth protection/capital preservation. His clients range across HNW Private Clients, Family Offices, Community/Charitable Trusts, Incorporated Societies and corporate investors.
“I joined the team at Private Wealth Advisers as I share their vision to provide our clients with non-biased, completely independent, customised, client-centric investment solutions. We do not have any ties with product manufacturers, brokers or banks – we can invest our clients funds in what we feel are the most prudent and appropriate solutions for them – with no conflicts of interest. We are fiercely independent, and focussed on building long-standing relationships with our clients”.
- Individually tailored investment portfolios
Advice on wealth creation and cashflow management issues
- Advice on investment planning and strategies to help you achieve your financial goals
- Administration of and reporting on your investments including performance and asset allocation positioning
- Independent consulting and assistance for investment committees
Graduate Diploma in Business Studies
(Personal Financial Planning)
Certified Financial Planner
National Certificate in Finance Services
(Advice) (Level 5)
Authorised Financial Advisor
Member Financial Advice New Zealand