At the core of Private Wealth Advisers is our dedicated Business Support Team, a group of client support and administration professionals who ensure our operations run seamlessly.
The team handles a range of critical tasks, from client communication to regulatory compliance, allowing our advisers to focus on delivering the tailored financial guidance central to our offering.
Under the leadership of Operations Manager Laurie Osborne, this team is the backbone of PWA, enhancing our operational excellence. Their commitment to our detail-orientated service contributes significantly to PWA's reputation as a premier boutique advisory firm in New Zealand.
The Business Support Team's dedicated work ensures a smooth client experience, reflecting our pledge to provide the highest standards of professional service. You may hear from them from occasionally as they expertly manage information flow, ensuring our processes remain transparent and effective.
The team welcomes your enquiry. Our commitment is to be available as required by clients. Your enquiry will be managed with absolute confidentiality.