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expert-advisor
Jack Powell AFA, CFPCM, CLU

PRIVATE INVESTMENT ADVISER & SHAREHOLDER PRIVATE WEALTH ADVISERS

Jack has been working as an adviser in New Zealand since 1995, and has extensive experience in both the investment and business risk markets. His most recent roles were as a Private Banker, and Investment Adviser with a number of New Zealand’s leading banks, managing large individual and corporate investment portfolios. Jack holds close relationships with his clients, and strives to assist them to achieve both personal and financial success. He works with a team that provides a full range of personal financial advice and investment planning services for clients which include business owners, corporates, and individuals. “If you are looking for a solution that you can have some control over and guidance from an experienced team, then talk to Private Wealth Advisers.” Jack examines clients’ individual situations to uncover unique issues and tailor solutions to meet their personal needs. As an AFA, Jack can offer the following services:

Financial planning
Individually tailored investment portfolios
Advice on structuring your investments for greater tax efficiency
Advice on wealth creation and cashflow management issues
Advice on investment planning and strategies to help you achieve your financial goals
Regular portfolio reviews
Administration of and reporting on your investments including performance and asset allocation positioning
Jack also has a special interest in Socially Responsible Investing (SRI). SRI integrates personal values and societal concerns with investment decisions. It strives to consider both the investor’s financial needs and an investment’s impact on society. SRI allows investors to put their money to work to build a better tomorrow while earning competitive returns today.
Jack has worked closely with the Auckland Communities Foundation which aims to become a trusted vehicle that individuals, families, businesses, groups of like minded people and the community invest their philanthropic dollars to build a permanent legacy in the communities they serve. If you are interested in knowing more about this worthy foundation please see Auckland CF

Jack has a young family that demands most of his spare time. He also has a keen interest in mountain biking. Jack also has an interest in psychology, and has begun studies towards a Post Graduate Diploma in Psychology.

Key Information

EDUCATION

Qualified Financial Planner
(Dip Bus Stud Fin Plan)

Certified Financial Planner
(CFPcm)

Chartered Life Underwriter
(CLU)

PROFESSIONAL

Authorised Financial Advisor
(AFA)

Member IFA
(Institute of Financial Advisers)

DISCLOSURE STATEMENTS

Jack Powell, AFA, CFPCM
FSP 110745

Primary disclosure statement
Secondary disclosure statement

Private Wealth Advisers Ltd
FSP 28141

CONTACT

P +64 (0)9 308 2973
M +64 (0)29 779 7898
E jack@privatewealthadvisers.co.nz

 
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