Pacific Wealth (NZ) is an independent wealth management firm specialising in helping new migrants and returning Kiwis navigate cross-border financial complexities and build lasting success in New Zealand.
We take the time to understand your goals and circumstances, then design a strategy that cuts through the complexity — giving you clarity, confidence, and a clear sense of direction.
We partner with clients for the long-term ensuring that our advice and strategy evolves with you, and manages the inevitable life changes.
We are a fee-only, independent advice firm and are free to recommend investments from the whole market. Our approach is guided by an ‘evidence based’ investment philosophy and will often use investments from the likes of Vanguard, iShares (BlackRock) and Dimensional Fund Advisers.
We do not handle client money directly. All client assets are securely held on independent custodians such as FNZ for New Zealand accounts and Interactive Brokers (IBKR) for US retirement accounts.
We are part of The Professional Advice Network Ltd, which is owned by James Smith and Martin Fox and holds a license to provide financial advice in New Zealand (FSP1009734).
The Professional Advice Network Ltd trades under the brands of Pacific Wealth (NZ) and The Retirement Guys.
We have clients all across New Zealand. Our offices are located at: Suite 8, 235 High Street, Christchurch Central, 8011
Contact us or book a time to talk that suits you.
We do not charge for initial meetings.
