Wealth is about more than just investments. Your wealth management needs require an adviser who understands your complete financial picture. That’s why at Pāua Wealth Management, we take an over-arching view of your financial situation to learn and focus on what matters most to you.

We are here to support you through your financial journey and provide the right advice every step of the way. Whatever your goal may be, we will listen to you carefully and work together to create the life and legacy you want. We put your interests first, focus on developing trust through transparency in all our actions and building a lasting partnership with you.

Our core offering is wealth management services for private clients, family offices and not-for-profit organisations. Our commitment, diverse backgrounds and extensive experience, combined with our partners and professional networks enable us to help our clients manage their financial affairs, develop strategies to preserve wealth across generations and plan for succession and wealth transfer.

We also offer investment advice for New Zealand Investor Resident Visa applicants. We work with international individuals and families and provide tailored investment solutions that comply with Immigration New Zealand’s requirements.

We provide a range of services in partnership with our professional networks designed to help meet your diverse wealth management needs:

Wealth Management

Tax, Trust and Estate Planning Services

Family Governance and Succession

Financing Solutions

Philanthropy