What We Offer
Independent Advice.
Exceptional Outcomes.
Our investment strategy underpins everything we do — from portfolio management to KiwiSaver, UK Pensions, Offshore Investors, Philanthropy, and Family Leadership.
Our Clients
Who We
Work With.
From everyday investors getting started to family offices and institutional clients — we tailor our advice to you.
Everyday Investors
You don't need to be wealthy to benefit from great advice. We work with people at all stages of their financial journey — whether you're building your first investment plan, choosing the right KiwiSaver portfolio, or simply looking to make smarter decisions with your money.
Family Office & Institutional Clients
Custom custody and reporting solutions for organisations that need institutional-grade infrastructure — including segregated accounts, consolidated portfolio reporting, and tailored investment administration.
Families & Retirees
Preserving and growing wealth across generations, with a focus on income, legacy, and family governance.
Business Owners & Founders
Navigating liquidity events, business succession, and the transition from building wealth to managing it.
Expats & Migrants
Cross-border financial complexity — from UK pension transfers to NZ residency investment pathways.
Executives & Professionals
Optimising complex remuneration structures, equity plans, and long-term financial independence.
Our Services
What We Do.
Managed Portfolio Service
A fully bespoke investment portfolio drawing on global and domestic opportunities — built around your goals, tax position, and risk profile. We take a style-agnostic approach, blending active and passive strategies and accessing institutional-grade managers most investors can't reach on their own.
KiwiSaver
Most New Zealanders are in the wrong KiwiSaver fund. We provide independent guidance on contribution strategy and retirement planning integration — ensuring your KiwiSaver works as hard as you do. We build fully custom KiwiSaver portfolios tailored to each client's individual circumstances, which can include ETFs, direct stocks, and managed funds.
UK Pensions
For New Zealand residents with UK pension entitlements, the decisions are complex and the stakes are high. We provide specialist advice on QROPS transfers, cross-border tax planning, and long-term retirement management — so you don't leave money behind.
Offshore Investors
For international investors seeking New Zealand exposure — including the Active Investor Plus Visa pathway, NZ portfolio structuring, and cross-border wealth management. We help offshore clients navigate the regulatory and tax landscape with confidence.
Questions & Answers
Frequently Asked Questions
Everything you need to know about working with Bespoke Wealth
Let's Begin
the Conversation.
Contact our team for a confidential discussion about how Bespoke Wealth can help you manage, grow, and protect your wealth.
Get in Touch