Jared Trustee, Private Family Trust

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

After undertaking a comprehensive evaluation of different market offers from the major NZ wealth managers and boutique funds managers, Quartz Wealth Management was selected to provide investment advice, investor services and create an intergenerational investment portfolio tailored to meet the Trust’s current and future cash and capital requirements. 

Our decision was based on their professional, researched and rationale advice; audited business governance, policies and operations; access to the global universe of investment products; and best-in-class investor services.

We have no hesitation in recommending Quartz Wealth Management to prospective and existing investors who are also seeking a market-leading and advice-based private wealth management relationship."      

Jared

Trustee, Private Family Trust

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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