Roger, it may be 10 or 12 years ago that we first met when we needed help with investment advice. We did not have a lot of money and we had no knowledge of the best way to protect and grow our investment. You were patient and thorough in explaining what you thought to be the best way to fulfil our needs. Over the years that we have known you we have really appreciated your help with home visits, finding “lost” files on our behalf and revising recommendations when at the last minute our personal circumstances changed. Your explanations of our investments are clear and easy to follow and showing us how our funds are utilized with the use of graphs we find really beneficial. Your manner has been professional and you have always appeared to be happy to answer any questions and come to our rescue with issues we find too difficult. Thank you for all your help and for the lovely coffee.
We look forward to our continued relationship.
Ken Rose, Auckland
Ben Lavender has been handling my retirement investments for some years now. I have always found him conscientious about keeping in touch regularly, advising me on any changes he plans to make to my funds and assisting promptly with transferring cash to my cheque account when unexpected expenses turn up.
I am very pleased to recommend him unreservedly.
ARTHUR & TRICIA, AUCKLAND
We have worked with Jack as our investment adviser for the past six years, and had no hesitation in continuing to deal with him when he moved to Private Wealth Advisers (formerly Grant Thornton Wealth Management). Jack has worked with us to design a solution that fits both our personal needs and current market condition. He has always worked hard to ensure that we are fully informed on all sections of the portfolio. I would have no hesitation in recommending Jack and Private Wealth Advisers to any of my friends or colleagues.
Greg and Marion, Royal Oak
We are happy using Private Wealth Advisers for investment advice as we have had a long standing professional relationship with Roger Sutherland, and have been consistently impressed with his integrity as well as the soundness of the advice received over many years.
We were recommended to talk to Roger Sutherland 6 years ago, and we knew after our meeting he was the right person we were looking for. He was able to anticipate our needs for the future and produced a proposal which was just what we wanted. With his professional and courteous manner he has the ability to understand my requirements now that I am on my own,and provides me with analysis and advice. Roger manages the portfolio to fit the changes in my lifestyle and with his knowledge and professionalism it is always very helpful and a pleasure to be guided by him when changes need to be made. I can definitely say that I would recommend him together with Private Wealth Advisers Ltd.
Graham and Jane, Auckland
We have been really happy with the level of service and communication Roger has provided. He has tailored a diverse portfolio that fits in with our needs and is performing well. We would recommend Roger to those seeking a personalised service where you aren’t just “one of the crowd”.
Our family trust has been working with Jack for the past two years. He has worked hard to put interesting investment opportunities in front of us, as well as ensuring that our investment portfolio is structured in accordance with our stated risk levels. We find Jack to be straight talking, able to explain concepts well, and great to deal with. We are very glad we found him, and to have his guiding hand on our investments.
Joanne, Retired, Auckland
Deciding where to invest one’s savings and with whom, can be a very daunting exercise. I was introduced to Private Wealth Advisers (previously Grant Thornton Wealth Management) who have provided me with a sound portfolio which fits comfortably with my lifestyle and future requirements. Their recommendations are tailored to each individual’s needs and I have every confidence in their expertise and market knowledge.
RHYS MOUNTFORT, AUCKLAND
It has been very refreshing to find financial advisers who are independent and have their clients’ interests as their main consideration in the advice they give. I feel I have been genuinely listened to and a portfolio designed with my own input also, that has performed exceedingly well.
Lewis Grant, Solicitor, Auckland
I am a trustee of a substantial trust that has Jack Powell as its investment advisor. In my dealings with Jack I find him extremely professional and knowledgeable in the investment field. He takes great care to ensure that we as Trustees have full knowledge and disclosure of the investments he chooses. He provides a great deal of more useful information than other investment advisors I deal with. Jack is also passionate about his chosen profession and it is clear that he continuously updates his knowledge of investments that are available and of their performance and managers. I have no hesitation recommending Jack as an investment advisor.