Private Wealth Advisers

Bespoke.
Independent.
Intergenerational.

"At PWA, the client comes first.
Our ability to provide totally independent advice, customised to each client, is the foundation of our long-term relationships.
That’s what makes us different.”

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How we work with you.

Identify your goals

Analyse and evaluate

Present the plan

Implement the strategy

Review the progress with you

Establish a long-term relationship

PWA at a glance

Independent

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.

Transparent

Management of client funds is wholly transparent, with market-leading custodial partners delivering effective, personalised portfolio solutions.

Fee Only

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.

""We independently seek out the best investment solutions available as well as being open to new opportunities. It’s an objective and dynamic approach"

Our clients say...

PWA is passionate about their chosen profession and it is clear that they continuously update their knowledge of the investments available and the performance of the managers."

Lewis Grant, Solicitor, 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."

Rhys Mountfort, Auckland

I was introduced to Private Wealth Advisers who have provided me with a sound portfolio which fits comfortably with my lifestyle and future requirements."

Joanne, Retired of Auckland

Private Wealth Advisers 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."

Craig, Ponsonby

We would recommend Private Wealth Advisers to those seeking a personalised service where you aren’t just “one of the crowd”.

Graham & Jane, Auckland

We were recommended to talk to Private Wealth Advisers six-years ago, and we knew after our meeting they were the right firm for us."

Joan, Auckland

We are happy using Private Wealth Advisers for investment advice as we have had a long standing professional relationship with members of the team. We have been consistently impressed with their integrity as well as the soundness of the advice received over many years."

Greg & Marion, Royal Oak

Private Wealth Advisers has always worked hard to ensure that we are fully informed on all sections of the portfolio. I would have no hesitation in recommending PWA to any of my friends or colleagues."

Arthur & Tricia, Auckland

I have always found the PWA team conscientious about keeping in touch regularly, advising me on any changes they plan to make to my funds."

Ken Rose, Auckland

Ten or 12 years ago, we first met what is now the PWA team when we needed help with investment advice. We did not have a lot of money and no knowledge of the best way to protect and grow our investment. PWA was patient and thorough in explaining the best way to fulfil our needs."

Lloyd & Dee Farrand, Waiwera

Talk to Private Wealth Advisers.

The team welcomes your enquiry. Our commitment is to be available as required by clients. Your enquiry will be managed with absolute confidentiality.

Contact PWA