Independent Wealth Management
Independent Wealth Management in New Zealand — Bespoke Wealth
Private Wealth · New Zealand
What We Do
Our Services
Managed Portfolio Service
A fully bespoke investment portfolio drawing on global and domestic opportunities — built around your goals, tax position, and risk profile.
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KiwiSaver
Expert guidance on contribution strategy and retirement integration — making the most of every dollar in your KiwiSaver. We build fully custom KiwiSaver portfolios tailored to your individual circumstances, which can include ETFs, direct stocks, and managed funds.
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UK Pensions
Specialised advice for UK pension holders in New Zealand — transfers, cross-border tax planning, and long-term retirement management.
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Offshore Investors
For international investors seeking New Zealand exposure — including the Active Investor Plus Visa pathway and global portfolio structuring.
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Philanthropy Advisory
Strategic philanthropic planning with impact investment opportunities that deliver measurable social outcomes and meaningful returns.
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Family Leadership
Unite families and protect legacy for generations through thoughtful governance, succession planning, and intergenerational wealth transfer.
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Why Bespoke Wealth
We believe investors deserve genuinely independent advice and the better outcomes that come with it. That's why we've pioneered a distinctively different approach to wealth management.
Genuine Independence
No product alignment means we source the right solution for your goals and access every opportunity for better outcomes.
Client-First Approach
Your interests always come first. We are committed to transparency, integrity, and putting your wealth objectives at the centre of everything we do.
Expert Team
Your advice is only as good as the talented team behind it. Our team bring collective expertise and commitment to excellence.
Take the First Step
Ready to experience truly independent wealth management?
Let's discuss how we can help you achieve your financial goals with strategies tailored to your unique circumstances.
Schedule a ConsultationQuestions & Answers
Frequently Asked Questions
Everything you need to know about working with Bespoke Wealth
Regulatory Credentials
James Newbigin is a Financial Adviser, registered on the Financial Service Providers Register (FSPR No. 1011644). Bespoke Wealth is registered as a financial service provider (FSP1011643) and is authorised by the Financial Markets Authority (FMA).