X

Boutique Financial Advice

wealth management advisers

OUR ADVISERS

Expert Tailored Financial Planning 

Read More

Tailored Financial Advice

Recommended Reading

Articles and Books

Read More

Private Wealth Clients

Testimonials

Read What Our Clients Have To Say

Read More

Family Office Auckland

Family Office

Planning For The Future

Read More

Financial Markets Update

The Blog

Insights & Thoughts On The Current Market

Read More

Tailored Investment Solutions

We are a specialist investment & financial planning firm, committed to preserving client capital while delivering sustainable and attractive long-term investment returns.

Established in 2001 to provide wealth management and investment advisory services predominantly for Grant Thornton New Zealand’s Auckland clients, Private Wealth Advisers now maintains a close association with a number of leading accounting and law firms throughout Auckland and New Zealand. Today the company manages approximately $400m of investments on behalf of individuals, trusts and organisations.

The business is owned by Private Wealth Advisers’ four Principal advisers.

Lets Work Together

Latest From The Blog

  • Feb 14

    Press Release: New Appointment – Grant Lowe

    Media Release 14th February 2017 New Appointment – Grant Lowe Boutique investment advisory firm Private Wealth Advisers has appointed experienced investment adviser Grant Lowe to the company. Grant has worked in financial markets for 20 years both in London and New Zealand, with 13 years’ experience as an investment adviser. Most recently he has spent the last nine years working for a large Private Bank, where he advised and managed portfolios for High Net Worth individuals, Family Offices, Community and Charitable Trusts. Grant is an Authorised Financial Adviser, Certified Financial Planner

  • Feb 10

    February Market Update

    Climbing the Wall of Worry in 2017 The term “climbing the wall of worry” has been used in many pieces of commentary from other fund managers, and market commenters over the past 6 months; but at no time is it more fitting than right now. We have seen share markets in the US reach record levels with the Dow Jones Industrial Index reaching an amazing 20,000 points; which is a return since the bottom of the GFC in 2008 of 303% or 14.87% p.a. At the time of writing this,