Andy Morris's Colleagues at PÄua Wealth Management
Andy Morris's Contact Details
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New Zealand
PÄua Wealth Management
Andy Morris's Company Details
Pāua Wealth Management is an independent, boutique wealth advisory firm. We believe New Zealand investors deserve truly independent advice and the better outcomes this delivers. As an employee-owned firm, we have created a business that supports the independence and integrity of our advice, removes potential conflicts of interest, and gives back to New Zealand. We do not manufacture investment products, we are not incentivised to sell particular products or trade on clients' portfolios, which can create conflicts of interest. We only receive fees agreed to by clients – so they can be confident that we act only in their best interests.We provide wealth management services to wholesale investor clients including high net worth individuals, family offices, select not-for-profit foundations and trusts. Recognising that every client's situation is unique, we create bespoke portfolios to achieve our clients' financial goals, including capital growth, capital preservation and succession planning.