Bespoke Wealth

Independent Wealth Management in New Zealand — Bespoke Wealth

New Zealand misty mountains
Bespoke Wealth

Private Wealth · New Zealand

Who We Work With

Advice for Life's Big Financial Moments

High Net Worth Individuals & Families

High Net Worth Individuals & Families

Significant wealth brings more choices, and more complexity.

Learn More
Business Owners Preparing to Sell

Business Owners Preparing to Sell

Most business owners spend years building their company and months negotiating the sale, but very little time planning what happens to the money afterwards.

Learn More
After a Business Sale

After a Business Sale

Going from owning a business to holding a large sum of cash is a big change.

Learn More
Retirement Planning

Retirement Planning

The biggest retirement question is simple: will my money last?

Learn More
Inheritance

Inheritance

An inheritance often arrives at a difficult time, and it can bring questions you've never had to answer before.

Learn More
Offshore Investors

Offshore Investors

Advice for international investors seeking New Zealand exposure, including the Active Investor Plus Visa pathway and NZ portfolio structuring.

Learn More

Services

Our Core Services

Managed Portfolio Service KiwiSaver Private Markets & Alternatives UK Pension Transfers Philanthropy & Family Governance

Our Difference

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 Consultation

Questions & Answers

Frequently Asked Questions

What makes Bespoke Wealth independent?

Bespoke Wealth has no product alignment, institutional ties, or proprietary products to sell. We earn our fees through advice rather than product sales, which means our recommendations are always objective and solely in your best interest.

What services does Bespoke Wealth offer?

We offer a fully bespoke Managed Portfolio Service, KiwiSaver advice with custom portfolios, specialised UK pension transfer advice, offshore investor services including the Active Investor Plus Visa pathway, and philanthropy advisory for impact investing.

Where is Bespoke Wealth located?

Our office is on Level 4 of the Textiles Building, 1 Kenwyn Street, Parnell, Auckland 1052, New Zealand. We serve clients across New Zealand and international investors seeking local expertise.

How does Bespoke Wealth charge for its services?

We charge an annual advisory fee based on the assets we manage for you, agreed with you in writing before we start. Any transaction costs and underlying fund, platform or custody fees are always disclosed upfront. We do not receive commissions from any product provider. We never charge for consultations. Our aim is to build long-term partnerships with our clients, so your first conversation, and every conversation after it, is about understanding you and your goals.

Is Bespoke Wealth regulated by the FMA?

Yes. Bespoke Wealth is registered on the Financial Service Providers Register (FSP1011643) and is authorised by the Financial Markets Authority (FMA). James Newbigin is a registered Financial Adviser (FSPR No. 1011644).

Who is the financial adviser at Bespoke Wealth?

James Newbigin is the Director and Financial Adviser at Bespoke Wealth. He is a registered Financial Adviser on the Financial Service Providers Register (FSPR No. 1011644) and brings over 10 years of experience in wealth management.

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).