Pacific Wealth Creators simplifies the entire investment process, ensuring a seamless and enjoyable experience for clients and their accountant. We take time to answer questions and genuinely care about cultivating enduring relationships.

The minimum is NZ$500,000 and we have individual clients with millions under management.

Simplicity that inspires Trust in the most discerning client.

Intelligent Model.

Pacific Wealth Creators Ltd employs two strategic investment models that cater to clients' needs for growth and/or income-generating investments. In-built flexibility enables more effective risk management. Upon receiving the client's mandate, we handle all aspects of the investment process.

Research.

Our primary focus is research, as it underpins high-quality decision-making, drives returns and lowers risk. Pacific Wealth Creators Ltd has steadfastly adhered to a value-based approach since 2000, unwavering in its commitment. Management of risk is enshrined within this approach. Within our Growth strategy, our aim is to pinpoint publicly listed companies that one can take pride in partially owning, acquired at a price below their intrinsic value. This essential attribute is at the core of the value investing philosophy.

Monitoring.

Monitoring is a pivotal element of our continuous efforts. When security issuers or held companies release financial results, research is updated and analysed. We’re on the lookout for factors that may cause us to reevaluate decisions.

Reporting.

We prioritise transparency, providing quarterly and annual reports promptly, typically within days of the period-end. Additionally, clients receive a comprehensive tax report at the end of the financial year, which can also be sent directly to their accountant. Twice a year you will receive a concise summary of the performance of holdings in the Growth strategy portfolio, based on recent company releases. This invaluable insight offers clients a level of transparency that is unmatched elsewhere and encourages a sense of ownership in their investments.

Fees.

Fees are determined based on the assets under management. Our ability to provide a more intelligent private client service at such an attractive cost, inclusive of the Custodian fee, may pleasantly surprise you. While banks and major fund managers prioritise profit, our approach is driven by a genuine passion for our work.

Get in touch.

More detail is communicated in our disclosure documents. If you - or in the case of accountants, your clients - require a more intelligent approach get in touch now by phoning +64-7-544 2000 or see our Contact page.