Our Firm

We exist to make a difference

Quartz Wealth specialises in partnering with wealthy, successful and ambitious New Zealanders to help them achieve what's important to them.  Every client relationship starts with one simple question, "What do you want out of life".  From there we provide tailored, holistic wealth generation and management advice designed to help our clients achieve their aspirations.
 


Who we work with 

We have a diverse range of clients, including professionals of all ages, business owners, retirees and families.  Our clients come to us at different stages of life, but what they all have in common is that they are seeking direction, clarity and peace of mind regarding their financial affairs.

Our typical clients include:

  • Individuals or families at all life stages seeking strategic holistic financial planning advice on how to build or preserve their wealth.
  • Those who have money to invest and seek independent professional advice on how to manage their wealth to enable them to live the life they want
  • Business owners who want to partner with an independent adviser to align their personal goals with their business goals

We provide our clients with direction, clarity and peace of mind in what can be complex situations.  We focus on building long lasting relationships and becoming trusted family advisers.


How we add value

 

Knowing our clients

We are passionate about New Zealanders seeking independent, quality financial advice.  By focusing on what's important to our clients and their big picture we make a positive difference to their lives by bringing clarity surrounding their financial affairs and helping them to do what's important to them.

 

Truly independent

We are an independent private client wealth advisory firm that acts with integrity and delivers results.  We are a fee-based service provider, which gives clients the peace of mind that we do not have conflicting interests when making professional and investment recommendations.  We value our independence as do our clients.

 

Approach to investing

At Quartz Wealth we believe any wealth creating activity needs to be approached the same way regardless of the underlying opportunity. It’s about ensuring it fits in with your personal goals, objectives and financial circumstances, that you’re making sound, well considered decisions, that you’re comfortable with the level of risk and that you’re taking a longer term view.

Where we manage investments, we believe in taking an evidence-based approach to investing, grounded in economic theory.  This means using academic research, creating highly diversified portfolios, focusing on what you can control, minimising costs and removing emotion.  Markets will go up and down, but by being disciplined, and having a long-term plan with the right amount of risk for you, we believe that you have the best chance of having a positive investment experience and achieving your goals.

Quartz Wealth has its own Investment Committee, which includes internal and external representatives, and is responsible for the oversight of its core portfolios, fund managers and custodian, and ensuring compliance with New Zealand investment rules.

What our clients have to say

  • "We were advised by our accountant a few years ago to contact Glenn at Quartz to review our investments.  Our experience with Glenn has been excellent on both a professional and personal...

    - Mark

  • "Following a significant property transaction our Private Family Trust required the services of an accredited and experienced wealth manager. After undertaking a comprehensive evaluation...

    - Jared Trustee, Private Family Trust

  • “I chose to work with Glenn and his team because I trust their integrity and genuine approach to doing the best for their client.  I initially came to them, some years ago, upon...

    - Ann

  •  “Glenn was recommended to me about 3 1/2 years ago at a time when I had taken redundancy and was planning some major lifestyle changes which involved relocating and working part time...

    - Carol

  • “Glenn was recommended to our family trust by our accountant, as we needed guidance with our financial planning. Glenn and his team made the process of investing in the markets easy and we...

    - Danelle


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