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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, the business is owned by the former partners and shareholders of what was Grant Thornton Auckland Ltd and Private Wealth Advisers’ two Principal advisers.

Private Wealth Advisers maintains a close association with a number of leading accounting and law firms throughout Auckland and New Zealand. Today the company manages approximately $300m of investments on behalf of individuals, trusts and organisations.

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Latest From The Blog

  • Jul 15

    Market Update July 2016

    Expect the unexpected Last month the British public went to the polls to vote on staying in the Eurozone (Bremain) or leaving (Brexit). Brexit won by a vote of 51.9% to 48.1%. This shocked markets, with share values declining, the pound dropping to an historically low level, and bond market prices rising. While the result was surprising we feel that when you break down the results, the underlying issues are more interesting. The referendum had a turnout of 72% of voters, which was 6% more than the recent general election.

  • Jun 30

    Brexit and your portfolio

    Private Wealth Advisers June 2016 update  Contents: •    Brexit – how will this impact my portfolio? •    Personnel changes at PWA Brexit – How will this impact my portfolio? As we have discussed in the past, Private Wealth Adviser’s primary goal is capital preservation.  In this regard we have been anticipating increased volatility in the share and bond markets for some time and have steadily been reducing your portfolio’s exposure to shares, and increasing the levels of cash over the past 1-2 years. We have also been recommending fund managers that