"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."
Trustee, Private Family Trust