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 Zealands 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 leading accountancy and legal firms and today the company manages approximately $255m of investments on behalf of individuals, trusts and organisations.
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 Zealands 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 leading accountancy and legal firms and today the company manages approximately $255m of investments on behalf of individuals, trusts and organisations.