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roger
Roger

Roger Sutherland AFA, CFPCM

DIRECTOR & SHAREHOLDER PRIVATE WEALTH ADVISERS

36 years’ experience in the financial services and trust industry has enabled Roger to develop a proven strategy: Advice first backed up with appropriate investment solutions, tailored to each client’s personal circumstances. “You won’t find any corporate manufactured, prescriptive portfolios, stacked full of “in-house” product around here.” Because each client’s needs are unique, we work very hard to tailor each portfolio to meet those needs. Capital preservation is the number one goal, then we develop appropriate strategies from there. Roger’s clients are typically family trusts, high net worth individuals, charitable organisations and other entities. As an authorised financial adviser, Roger can offer the following services:

Financial planning

Retirement planning

Individually tailored investment portfolios

Advice on structuring your investments for tax efficiency

Advice on wealth creation and cashflow management issues

Advice on investment planning and strategies to help you achieve your financial goals

Private Wealth Advisers association with leading New Zealand and International accounting and legal firms enables Roger to draw upon their expertise and knowledge to deliver a comprehensive range of services that puts our clients in control of their financial future. Our integrated services allow us to provide a level of advice and service well above that of many stand-alone financial planners. Roger 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. With SRI, you can put your money to work to build a better tomorrow while earning competitive returns today.

Roger enjoys mountain biking, gardening and music.

Key Information

EDUCATION

Qualified Financial Planner
(Dip Bus Stud Fin Plan)

Certified Financial Planner
(CFPcm)

PROFESSIONAL

Authorised Financial Advisor
(AFA)

Member IFA
(Institute of Financial Advisers)

Member SIFA
(Society of Financial Advisers)

DISCLOSURE STATEMENTS

Roger Sutherland AFA, CFPCM
FSP28083

Primary disclosure statement
Secondary disclosure statement

Private Wealth Advisers Ltd
FSP 28141

CONTACT

D +64 (0)9 308 2974
M +64 (0)21 411 924
E roger@privatewealthadvisers.co.nz

 
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