Navigate the financial stress during Covid-19

Ensuring financial continuity with targeted advisory services for Professionals & Families, Business Owners and Employers

Private Wealth Programmes

A long-term advisory relationship for successful & wealthy professionals, business owners and families who want an ever-evolving strategic road map to secure current wealth and achieve future financial and life goals

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Portfolio Management

Private Investment Services

A simple solution for those wanting access to quality investment products and financial advice relating to their investment

Designed for those who don’t want to speculate but competently invest for growth.

We give you ongoing financial advice and an economical option for accessing quality investment products, managed by an investment professional.

You choose the service options that match your needs and budget.

 

The Private Investment Services programme gives you access to:


An Associate Quartz Wealth Adviser

Who understands your investment profile and is ready to advise you by phone, video or email throughout the year


An Annual Review

By email that ensures that your investments are on track


Financial advice

That gives you insights into your investment assets without drowning you in jargon - so that you never have to wonder where you stand


Access to the 'Starter' plan in our Personal Financial Management app to self-manage updates

Be in control of your investment - anytime you want


Access to a suite of investment portfolios 

To ensure that you are investing in products that have been carefully selected and screened by us

Compare our Programmes 

If you want expertly managed investment products without spending extensive amounts of time studying the markets, then get in touch!

Private Wealth

Private Wealth

Balancing holistic wealth and investment advice to achieve your lifestyle goals with affordable fees

Designed for investors who want quality investment products and holistic investment services, balanced with affordable fees to support their lifestyle goals.

 

We will make that work with:


The Quartz Wealth Advisory Team

A knowledge pool that understands every detail of your investment profile and is ready to advise you by phone, video or email throughout the year


An Annual Review

By email that ensures that your investments are on track


Access to the Quartz Wealth Advisory Team

That is always available to advise you by phone, video or email throughout the year


Access to the ‘Starter’ plan     in our Personal Financial       Management app to       self-manage updates

Be in control of your investment - anytime you want


Customised investment planning services

Your personal situation, profile, and preferences define your investment plans to achieve the outcomes you desire


Cashflow management advice

You want to live NOW and we help you balancing investment and lifestyle


Access to a suite of investment portfolios

To ensure that you are investing in products that have been carefully selected and screened by us


Consolidated investment platform: including investment portfolio, term deposits, KiwiSaver

Your finances optimised at a glance – no investment will slip off the radar

Compare our Programmes 

If you want holistic investment planning services without big fees, then this is the perfect programme for you. To discover more, just click the button!

Private Wealth Plus

Private Wealth Plus

A personalised advisory experience with a dedicated adviser.  Designed for investors who want holistic wealth and investment advice to help them achieve their lifestyle goals

There’s additional value in a personal long-term relationship with your adviser. We understand your values and can provide you with access to perfectly matched, quality investment products and holistic investment planning services that are related to your personal lifestyle goals

 

You can secure these advantages with:


A Dedicated Quartz Wealth Adviser

Who holistically understands your personal & financial ambitions


An Annual In-person Review

Face-to-face meeting with your adviser to ensure the entirety of your financial affairs are in order and your investments are on track to meet your expectations


QW adviser/support team available by phone or email during the year

Ensuring that an adviser is always available for you by phone, video or email throughout the year


 Access to ‘Pro’ plan in our        Personal Financial             Management app to      self-manage updates

Have visibility of all your financial affairs anytime you want


Customised investment planning services

Your personal situation, profile, and preferences define your investment plans to achieve the outcomes you desire


Cashflow management advice

You want to live NOW and we help you balancing investment and lifestyle


Access to a suite of investment portfolios

To ensure that you are investing in products that have been carefully selected and screened by us


Consolidated investment platform: including investment portfolio, term deposits, KiwiSaver

Your finances optimised at a glance – no investment will slip off the radar

Compare our Programmes 

If you recognise and appreciate the value of a relationship-based advisory experience, then this programme is perfect for you! It’s so easy to start the ball rolling by contacting us here

Premium Private Wealth

Premium Private Wealth

An exclusive advisory experience to preserve and grow wealth for generations to come, providing bespoke wealth services and investment options

Long-term relationships, knowledge and trust are important to you and you only want to place your investment strategy and lifestyle goals into the most experienced hands.

You prefer a personalised advisory experience that gives you access to bespoke investment options and holistic investment planning services that find exactly the right solutions for you.

 

Our 'royal' treatment includes:


A Principal Quartz Wealth Adviser

Experienced with finding solutions for highly complex scenarios


Six-monthly In-person Reviews

Face-to-face meetings with your adviser to ensure the entirety of your financial affairs are in order and your investments are on track to meet your expectations


QW adviser/support team available by phone or email during the year

Ensuring that an adviser is always available for you by phone, video or email throughout the year


    Access to ‘Pro’ plan in          our Personal Financial          Management app to       self-manage updates

Have visibility of all your financial affairs anytime you want


Quartz Wealth assistance with keeping the app records up to date

You want to ensure that your app is meticulously updated without taking up too much of your time


Customised investment planning services

Your personal situation, profile, and preferences define your investment plans


Cashflow management advice

You want to live NOW and we help you balancing investment and lifestyle


Bespoke investment options, including directly held securities

All your investments at a glance and advice on all your directly held securities – not only the Quartz portfolio


Access to a suite of Quartz Wealth  investment portfolios

Making a wider range of investment portfolios and advice accessible to you


Consolidated investment platform: including QW portfolio, term deposits, KiwiSaver

Be in control of every aspect of your investment - anytime you want


Access to invite-only Special Interest Investment Group

Join a very exclusive community of other like-minded and knowledgeable investors who enjoy an in-depth exchange about markets and investment opportunities

Compare our Programmes 

If your choice is always the best of the best – then this programme ensures that you receive it! Click the button to talk with us!

Couple at lunch

Family Stewardship

The pinnacle of our wealth advisory services, offering a private office experience.  We are your trusted family advisers guiding you to grow wealth and security across generations

This programme is tailored for families with significant wealth and complex dynamics who want expert guidance to secure, preserve and grow wealth across the generations.

 

We are providing structure and expert guidance through:


A Principal Quartz Wealth Adviser

Experienced with finding solutions for highly complex scenarios


Unlimited In-person Reviews

Face-to-face meetings with your adviser to ensure the entirety of your financial affairs are in order and your investments are on track to meet your expectations


QW adviser/support team available by phone or email during the year

Ensuring that an adviser is always available for you by phone, video or email throughout the year


 Access to ‘Pro’ plan in our         Personal Financial            Management app to     self-manage updates

Have visibility of all your financial affairs anytime you want


Quartz Wealth assistance with keeping the app records up to date

You want to ensure that your app is meticulously updated without taking up too much of your time


Customised investment planning services

Your personal situation, profile, and preferences define your investment plans


Cashflow management advice

You want to live NOW and we help you balancing investment and lifestyle


Bespoke investment options, including directly held securities

All your investments at a glance and advice on all your directly held securities – not only the Quartz portfolio


Access to a suite of Quartz Wealth  investment portfolios

Making a wider range of investment portfolios and advice accessible to you


Consolidated investment platform: including QW portfolio, term deposits, KiwiSaver

Be in control of every aspect of your investment - anytime you want


Access to invite-only Special Interest Investment Group

Join a very exclusive community of other like-minded and knowledgeable investors who enjoy an in-depth exchange about markets and investment opportunities


Attendance at Family AGMs, or meetings with lawyers and accountants

To get expert advice and expert insights during your meetings


Access to Trust Management / Company tools

Lift the paperwork burden of annual returns, stay on top of your compliance obligations and benefit from centralised records that simplify management and succession planning


Fully comprehensive family wealth advisory services, including risk review, estate planning, transfer of wealth, advice on non-financial assets

Be in control of every aspect of your finances- anytime you want


Charitable Gifting investment options

Thinking of leaving a legacy? Then enjoy the tax benefits of charitable gifting now while leaving the choice of charity open

Compare our Programmes 

If you want an exceptional level of service and guidance to secure and grow your wealth for future generations, then get in touch with us by clicking the button!

Private Wealth Programme Comparison

Private Investment Services Private Wealth Private Wealth
Plus
Premium Private Wealth Family
Stewardship
Quartz Wealth Associate available by phone or email during the year Access to Quartz Wealth Advisory Dedicated Quartz Wealth Adviser Principal Quartz Wealth Adviser Principal Quartz Wealth Adviser
Annual review by email Annual review by email Annual review in person Six-monthly reviews in person Unlimited reviews in person
Quartz Wealth support team available by phone or email during the year Quartz Wealth adviser/support team available by phone or email during the year Quartz Wealth adviser/support team available by phone or email during the year Quartz Wealth adviser/support team available by phone or email during the year Quartz Wealth adviser/support team available by phone or email during the year
Access to ‘Starter’ plan in our Personal Financial Management app to self-manage updates Access to ‘Starter’ plan in our Personal Financial Management app to self-manage updates

Access to ‘Pro’ plan in our Personal Financial Management app to self-manage updates 

Access to ‘Pro’ plan in our Personal Financial Management app Access to ‘Pro’ plan in our Personal Financial Management app
- - - Quartz Wealth assistance with keeping the app records up to date Quartz Wealth assistance with keeping the app records up to date
Financial advice related to the assets under management Customised investment planning services Customised investment planning services Customised investment planning services Customised investment planning services
  Cashflow management advice Cashflow management advice Cashflow management advice Cashflow management advice
- - - Bespoke investment options, including directly held securities Bespoke investment options, including directly held securities
Access to a suite of  DIMS portfolios Access to a suite of  DIMS portfolios Access to a suite of  DIMS portfolios Access to a suite of DIMS or Non-DIMS portfolios Access to a suite of DIMS or Non-DIMS portfolios
- Consolidated platform: including investment portfolios, term deposits, KiwiSaver Consolidated platform: including investment portfolios, term deposits, KiwiSaver Consolidated platform: including investment portfolios, term deposits, KiwiSaver Consolidated platform: including investment portfolios, term deposits, KiwiSaver
- - - Access to invite only Special Interest Investment Group Access to invite only Special Interest Investment Group
- - - - Attendance at Family AGMs, or meetings with lawyers and accountants
- - - - Fully comprehensive family wealth advisory services, including risk review, estate planning, transfer of wealth, advice on non-financial assets
- - - - Charitable Gifting investment options
- - - - Access to Trust Management / Company tools


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