Peter specialises in the provision of high-end, discreet, wealth and investment advice, with his major speciality being in monitoring and managing investment portfolios on behalf of clients. His clients include individuals, family offices, trusts, and financial planning groups, both from New Zealand and overseas.
The range of services Peter provides are extensive, and are individually tailored to each client. Typically, Peter will work hand in hand with the client to assess their current position, what their goals and objectives are, and how best to achieve these in the most seamless way possible, using the best methodologies available.
Peter has developed his expertise from a range of disciplines, with the completion of Commerce and Law (Honours) degrees providing him with strong investment analysis skills as well as the understanding of legal, trust and taxation structures. He has gained previous experience with Fletcher Challenge, ANZ Private Bank, Westpac Private Bank and First NZ Capital.
By maintaining connections at the highest-end of NZ business he is also a very useful referrer to clients seeking referrals to different areas. Peter is also a member of two of NZ’s largest Business Associations and writes a monthly commentary for one of these.