We are a New Zealand employee-owned, independent, boutique wealth advisory firm. We provide truly independent advice to help you achieve your financial goals and objectives and aim to build lasting, trusted relationships.
Our advisers are not incentivised to sell particular products or trade on your portfolio, which can create conflicts of interest – our only incentive is to serve your interests by providing quality financial and investment advice.
Our team has significant international financial markets experience, enabling us to bring you the best of local and global opportunities. Together, we have overseen over $50BN in funds under management.
With local and global market capability across multiple asset classes, best-in-class partners and strong governance, we have experience in navigating market cycles to help you achieve your investment objectives. We recognise the importance of access to timely, relevant portfolio information. Our service is supported by a multi-asset and multi-currency investment custody platform to help you stay abreast of new developments and better manage your financial affairs.
Pāua Wealth Management provides compelling wealth management advice to meet the needs of sophisticated wholesale investor clients that include high net worth individuals, family offices, select not-for-profit foundations and trusts. Pāua Wealth Management also provides a select range of services for retail investors who are principally associated with our wholesale clients.
Our clients choose Pāua Wealth Management because they trust us to operate in their best interests, we bring the best of local and global opportunities, and they value the independent, personalised and astute wealth management advice we provide.