Lloyd and Dee Farrand, Waiwera

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 […]

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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.

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Joan, Auckland

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 […]

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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”.

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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.

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