PWA differs from most competitors, with no off the shelf products. We create hand-tailored solutions for each client, accommodating their unique requirements as the highest priority.
Investors need the freedom and flexibility to seek out the very best investment solutions available and to be open to new opportunities as they arise.
Management of client funds is wholly transparent, with market-leading custodial partners delivering effective, personalised portfolio solutions.
PWA is passionate about their chosen profession and it is clear that they continuously update their knowledge of the investments available and the performance of the managers."
Lewis Grant, Solicitor, Auckland
It has been very refreshing to find financial advisers who are independent and have their clients’ interests as their main consideration in the advice they give."
Rhys Mountfort, Auckland
I was introduced to Private Wealth Advisers who have provided me with a sound portfolio which fits comfortably with my lifestyle and future requirements."
Joanne, Retired of Auckland
Private Wealth Advisers has worked hard to put interesting investment opportunities in front of us, as well as ensuring that our investment portfolio is structured in accordance with our stated risk levels."
We would recommend Private Wealth Advisers to those seeking a personalised service where you aren’t just “one of the crowd”.
Graham & Jane, Auckland
We were recommended to talk to Private Wealth Advisers six-years ago, and we knew after our meeting they were the right firm for us."
We are happy using Private Wealth Advisers for investment advice as we have had a long standing professional relationship with members of the team. We have been consistently impressed with their integrity as well as the soundness of the advice received over many years."
Greg & Marion, Royal Oak
Private Wealth Advisers has always worked hard to ensure that we are fully informed on all sections of the portfolio. I would have no hesitation in recommending PWA to any of my friends or colleagues."
Arthur & Tricia, Auckland
I have always found the PWA team conscientious about keeping in touch regularly, advising me on any changes they plan to make to my funds."
Ken Rose, Auckland
Ten or 12 years ago, we first met what is now the PWA team when we needed help with investment advice. We did not have a lot of money and no knowledge of the best way to protect and grow our investment. PWA was patient and thorough in explaining the best way to fulfil our needs."
Lloyd & Dee Farrand, Waiwera
The team welcomes your enquiry. Our commitment is to be available as required by clients. Your enquiry will be managed with absolute confidentiality.