Private Wealth Advisers

Private Wealth Advisers is a privately owned boutique advisory firm providing specialist financial services to individuals, trustees, charities, iwi organisations, companies and family offices throughout New Zealand. PWA differs from most competitors with no off-the-shelf products. We create hand-tailored solutions for each client, accommodating their unique requirements as the highest priority. Investors need the freedom and flexibility to seek out the very best investment solutions available and to be open to new opportunities as they arise.

Management of client funds is wholly transparent, with market-leading custodial partners delivering effective, personalised portfolio solutions. We discuss fair and sensible fees with our clients upfront. Absolute independence enables us to select investment products focused solely on our clients. We are not subject to product quotas or fund manager obligations. Our Approved Products List (APL) is the result of independent due diligence. Clients pay us for fully personalised, well-researched investment recommendations only.