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BOUTIQUE FINANCIAL

Our Advisers

Investment Adviser

Roger Sutherland

36 years’ experience in the financial services industry has enabled Roger to develop a proven strategy: advice first backed up with appropriate investment solutions, tailored to each client’s personal circumstances.

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Jack Powell

Jack has been working as an adviser in New Zealand since 1995, and has extensive experience in both the investment and business risk markets.

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Investment Adviser

Ben Lavender

Ben has been working in the financial sector for the past 10 years and has been providing advice for the past 5. He has recently joined the team and is looking forward to working in a smaller, client focused organisation.

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Portrait

Grant Lowe

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.

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Our Story

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.