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
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
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
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
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
| 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 |
Level 1‚ 55 Hurstmere Road
Takapuna
Auckland 0622
+64 9 486 9785
enquiry@quartzwealth.co.nz
