About Us

Aspiring Wealth Management are a wealth manager and investment adviser based in beautiful Wanaka, New Zealand. The company was founded in 2006 and has been providing investment advice to individuals, trusts and charities throughout New Zealand and globally ever since. We now provide advice on over $150Mill of our client’s funds.

The quality of information is crucial to the quality of advice provided. We believe in advice based on high quality research. Whilst we are geographically isolated we are connected to some of the best market research from several global investment banks and have access to real time financial and market information to ensure immediate response to changing market conditions if need be.

Our core business is the provision of wealth management services to diverse range of private clients including individuals, trust and charities. These services usually involve the development of a high level investment strategy, a detailed investment portfolio, implementation of these plans as well as careful and comprehensive monitoring and reporting of the portfolio. We also provide clients with transactional broking services for clients that require a simpler more on-demand approach. Our strength is our flexibility and ability to create a solution to absolutely specific to you as a client.

The safety of how your investments are managed is very important and we have structured the way we do business so they are very well protected. You will generally either hold your investments assets yourself or within the investment management platform we use. All trading and investment management is provided using best of breed platforms run by a large Australasian broker. Having a substantial partner stand behind us handling the trading of your assets provides you with the security and reassurance your investments deserve.

For more detail about why you should use us and what we offer see the following pages “Why Us” and “Services”.