We’re an independent Wealth Management team providing guidance and perspectives for New Zealanders looking to make better financial decisions as they build their wealth.
Being boutique and independent allows us to provide a unique level of personalised service and deliver a tailored solution for each client to assist them in achieving their specific financial and lifestyle goals.
We offer a range of services including private and generational wealth management, customised KiwiSaver fund management and overseas pension transfers.
As we’re based in Takapuna, we are easy to find and accessible for both our local clientele and those in the greater Auckland area.
We are incredibly proud to support our local community and serve a growing number of successful and ambitious North Shore and Auckland residents.
Glenn, Anna, Mark and Connor have been advising ambitious New Zealanders achieve their financial goals since 2010. Support from the Quartz Wealth investment committee means that the team have the resources to craft bespoke solutions tailored to the needs of individual clients.
"We were advised by our accountant to contact Glenn at Quartz to review our investments. Our experience with Glenn has been excellent on both a professional and personal level. Over several meetings, we have understood the investment options available and have invested accordingly"
“I can recommend Quartz Wealth, especially for busy people like myself, who just need someone you can trust to look after your investments and help you work towards your financial goal and give you resultant peace of mind.”
“I was amazed by how much knowledge and direction I received from just my first consultation. KiwiSaver sorted, investment plan in place"
“I needed advice on how best to manage and grow my financial resources to enable a lifestyle change. Glenn took time to get to know me and to understand my aspirations before presenting me with a proposed investment plan which he also ensured that I understood and was happy with.”
Our first contact will be a phone call to understand your current situation and requirements to ensure that we are the right fit for you. Typically, we then book a second face-to-face meeting or video conference call pulling together a more complete view of your assets and portfolios prior to ensure we can make an informed recommendation.
Our initial conversation is always complimentary, and we find that clients find significant value in them, even at these early stages.