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 bespoke financial planning and wealth management advice designed to help our clients achieve their aspirations.
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:
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.
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.
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.
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.