We provide a range of services in partnership with our professional networks designed to help meet your diverse wealth management needs.
At Pāua Wealth, we provide financial advice and work with you to create bespoke portfolios specifically tailored to your goals and objectives, risk profile and time horizon.
We recognise that everyone has their own preference as to how they wish their investments to be managed, so you choose the level of involvement you would like to have in working with us to manage your investments. You can select any of the following options:
You give your adviser discretion to make investment decisions on your behalf.
You prefer to be more involved and have input to investment decisions made, so your adviser will consult you prior to implementing any changes to your portfolio.
Execution only portfolio
This enables you to transact and execute investment trades through us utilising our custody service.
Tax, Trust and Estate Planning
Having the right structure in place to make your investments tax efficient is critical, as is understanding the tax consequences of global investing.
Supporting your loved ones and transferring your wealth to the next generation in a seamless, tax-efficient manner. Preserving your wealth for the next generation and beyond. Protecting your family and business. Advancing your causes. Building a legacy. These are extremely important – and personal – goals.
We can work with you and your tax advisor, trust and estate planning specialists to develop a comprehensive plan that helps you achieve your objectives. We can also refer you to our specialist network of professionals who can guide you and your family on all matters related to tax, establishment of the trust and trust management, as well as estate planning.
Family Governance and Succession
We work with entrepreneurial families to help them realise their family’s shared values, vision, aspirations and business objectives through a dynamic family governance framework and long-term intergenerational strategy.
Where required, we can also provide access to our extensive network of specialist advisers with domestic and international expertise to efficiently structure and pass on your wealth to the next generation. We will also help invest your wealth efficiently and sustainably in line with your wishes.
Research has shown the importance of empowering and preparing your family and beneficiaries with the skills and experience to navigate the responsibilities and opportunities that lie ahead so you can successfully transfer and preserve your wealth for the next generation and beyond.
We take a strategic approach to understanding your financing needs in the context of your overall portfolio, so we can optimise your balance sheet.
By leveraging our network of banking and financial specialists, we can facilitate the necessary introductions to assist you with your financing requirements – whether for short or long-term liquidity, working capital, acquisitions, investment opportunities, or restructuring. We will seek out what we believe to be the best options in market to help structure your borrowing needs or deposit requirements and find the person best placed to assist you.
Our greatest strength comes from the wide range of expertise gained over many years working in various banks and financial institutions and leveraging our skills to negotiate and achieve the best possible funding and banking solutions for our clients.
Making a difference to the causes that are important to you and your family is a significant part of your overall wealth plan. We work with you and your family to define your charitable objectives and offer strategies to help you achieve your goals. We can help you create and establish a comprehensive, efficient gifting plan.