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Community wealth management 

It’s always an honour to be trusted with the wealth of communities and for-purpose organisations. For much of our history, we’ve supported community funds, foundations, charitable trusts, endowment funds, council funds, Iwi, Māori authorities and family offices. Our dedicated Specialised Wealth Advisory Team help community groups protect and grow their wealth. 

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Our partnership approach will help you make clear, informed choices to enhance your impact. You’ll be assisted by a local adviser who has the support of our Specialised Wealth Advisory Team. Together, we take the time to understand your specific goals and ambitions to ensure you have the right investment framework in place. We also have a market-leading research team, providing valuable insights to help your adviser manage your tailored investment portfolio. 

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Growing community wealth

Because we’re local we’ve been working to support local community organisations around New Zealand for over 30 years. Our dedicated Specialised Wealth Advisory Team understands the challenges and nuances that come with for-purpose and community wealth management, working directly with community funds, foundations, charitable trusts, endowment funds, council funds, Iwi, Māori authorities, and family office clients to fulfil their purpose.

We’re local to you. Talk to an adviser today.

With over 19 locations nationwide, you have access to expert advice to manage your wealth, wherever you are. Call your local adviser today - we’d love to chat.