We are fee-based advisors and don't take commissions
Managing client investment portfolios with a long term focus on performance and fees
Brent Sheather, Graeme Tee & Angela Maunsell-Terry
Financial Advice Providers
About Private Asset Management Ltd
Private Asset Management provides Administration Services to a team of three Financial Advice Providers (FAPs) who advise on $1.6 billion for retail investors around New Zealand. Whilst we are based in Whakatane most of our clients are based in Auckland. Our FAPs regularly travel to meet with new & existing clients as required.
We are an independent advisory business dedicated to optimising client outcomes whilst minimising fees and risk.
We are fee based advisors and do not take commissions, we don't own our own fund management arm, and have no corporate department so our recommendations are free of any bias.
Please contact any of our Financial Advice Providers to see how our services could benefit you.
We are an independent advisory business dedicated to optimising client outcomes whilst minimising fees and risk.
We are fee based advisors and do not take commissions, we don't own our own fund management arm, and have no corporate department so our recommendations are free of any bias.
Please contact any of our Financial Advice Providers to see how our services could benefit you.
Our Services
What We Do
Most of our clients are after a mix of income and growth from their investment portfolio.
How We Help Clients
Brief overview of our investment advice and portfolio management approach.
Raising The Standard
As some New Zealanders know to their cost the standard of investment advice in NZ can vary from good to very poor.
Client Portal
PAM's NZXWT Full Custodial Clients have access to their portfolios 24/7 via our Client Portal.
Articles of Interest
Brent's Articles
The reports below were published recently in the National Business Review.
Disclosure Documents
These documents are the minimum legal requirements for the initial Public Disclosure.
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