Private Asset Management

Private Asset Management provides Administration Services to a team of three Financial Advice Providers (FAPs) who advise on $1.6 billion for retail investors around New Zealand. Whilst we are based in Whakatane most of our clients are based in Auckland. Our FAPs regularly travel to meet with new & existing clients as required.

We are an independent advisory business dedicated to optimising client outcomes whilst minimising fees and risk.

We are fee based advisors and do not take commissions, we don't own our own fund management arm, and have no corporate department so our recommendations are free of any bias.

Please contact any of our Financial Advice Providers to see how our services could benefit you.