Our services.

Come to Strategic Wealth Management if you want true customisation and personalisation, drawing on an immense range of services. The specific blend is dictated 100-percent by you.


 

Every client gets institutional-grade investment management, along with truly personalised financial planning. There’s much more, if and when you need it: tax management, estate planning, philanthropy. The list goes on and on.

Our services fall into these broad categories:

 

 

Investing


Investing and Wealth Planning


Private Wealth Management/Family Office


Charitable Trust Wealth Leadership


UK Pension Transfer


KiwiSaver


 
 
 

It’s likely you’ll use something from each of these. The situation is fluid. What we do for you evolves as you and your life evolve, but the underlying structure and support you receive remain constant. That’s real wealth management.

 

To find out more please feel free to contact us for a no obligation meeting.