History
Founded in 2000 by visionary investment manager James Clague, Pacific Wealth Creators has been on an incredible journey, redefining wealth management for high-net-worth investors.
Our commitment to delivering a smarter and more intelligent approach to managing private client money has remained unwavering throughout our history and we embrace this stability with pride.
Our impressive track record yielded outstanding returns for our clients and is a testament to the excellence we bring to the table. Amid an industry rife with self-serving practices, we stand out as a beacon of integrity, earning the trust and admiration of our clients.
From our humble beginnings in Auckland, we now proudly call Tauranga home with clients located in NZ and internationally.
We invite you to join us on this extraordinary journey where financial success meets unwavering principles – a partnership that clients truly cherish.
A Legacy of Intelligent Wealth Management.
James Clague, founder and funds manager, has over two decades of experience preserving and growing the wealth of private clients.
Founded in 2000 with a vision to provide investors with a more intelligent investment management service, James conducts in-house research and securities analysis as the key decision-maker. His passion lies in value investing, a logical and business-focused approach that he studied extensively.
For James, investing is a passion.
James studied finance at Massey University in Auckland and prioritises long-lasting client relationships and the enduring partnerships forged since the firm's inception. Pacific Wealth Creators reflects his core values of integrity, transparency, and discretion.
During his tenure at Financial Management Limited in London, a boutique private client financial and wealth management firm, James gained a global perspective and an appreciation of discerning private clients' needs.
James is V.P., treasurer (since 2009) and past president of the New Zealand Scandinavian Business Assn. Inc.
Nigel Smith, trust and taxation specialist, is a valued colleague and resource to clients
Nigel is the founding owner and CEO of Covisory Partners Ltd, a boutique firm specialising in international and New Zealand tax and advisory.
A highly recognised expert in taxation, commercial advisory and trust services, Nigel is a chartered accountant, an accredited member of the New Zealand Institute of Directors and a member of The Society of Trust and Estate Practitioners. He is also a tax author and presenter with over twenty-five years’ experience.
Covisory Partners was established to work closely wth clients, both private and professional, providing them with a full range of tax, consulting and trust services and personal and business solutions.
Nigel works with his international clients to tailor structures for investment vehicles that are tax efficient and provide a solution centred on their unique needs and goals while ensuring that their assets and wealth are protected and maximised.
It is crucial that the key individual making important investment decisions is the same person conducting the research.
