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Grant Lowe AFA, CFPCM

PRIVATE INVESTMENT ADVISER

Grant has a passion for financial markets, and building long-term relationships with his clients. He joined Private Wealth Advisers in early 2017, having previously spent 9 years at a New Zealand Private Bank with responsibility for advising their Ultra High Net Worth Clients (as well as being a voting member of the Bank’s Investment Committee). Grant also has significant experience working for share broking and investment banks both in New Zealand and London. He has more than 20 years’ experience in financial markets, with the past 15 as an investment adviser.

Grant’s typical focus is on designing bespoke portfolio’s for his clients with a focus on wealth protection/capital preservation. His clients range across HNW Private Clients, Family Offices, Community/Charitable Trusts, Incorporated Societies and corporate investors.

“I joined the team at Private Wealth Advisers as I share their vision to provide our clients with non-biased, completely independent, customised, client-centric investment solutions. We do not have any ties with product manufacturers, brokers or banks – we can invest our clients funds in what we feel are the most prudent and appropriate solutions for them – with no conflicts of interest. We are fiercely  independent, and focussed on building long-standing relationships with our clients”.

Grant is an AFA and CERTIFIED FINANCIAL PLANNER (CFP) and can offer the following services:

  • Individually tailored investment portfolios
    Advice on wealth creation and cashflow management issues
  • Advice on investment planning and strategies to help you achieve your financial goals
  • Administration of and reporting on your investments including performance and asset allocation positioning
  • Independent consulting and assistance for investment committees
Grant appreciates the importance of work-life balance, and as well as spending quality time with his young family he is a keen sportsman.  His current pursuits (when not recovering from an injury!) include; tennis, mountain biking, paddle-boarding, surfing and boxing.

Key Information

EDUCATION

Graduate Diploma in Business Studies
(Personal Financial Planning)

Certified Financial Planner
(CFPcm)

National Certificate in Finance Services
(Advice) (Level 5)

PROFESSIONAL

Authorised Financial Advisor
(AFA)

Member IFA
(Institute of Financial Advisers)

DISCLOSURE STATEMENTS

Grant Lowe AFA, , CFPCM
FSP 110656

Primary disclosure statement
Secondary disclosure statement

Private Wealth Advisers Ltd
FSP 28141

CONTACT

D +64 (09) 392 0144
M +64 (0)22 639 0571
E grant@privatewealthadvisers.co.nz

 
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