Our Services.

Collinson Wealth Partners offer the following Key Wealth Services

Whatever your wealth requirements, our vision is to partner with you over the long term to provide guidance and advice offering the following services. With your wealth goals in mind, we may combine all or some of these services for yourself, your family and future generations.

Private Wealth

A bespoke wealth solution that considers all assets or a mix of assets, as required. It can incorporate inter-generational requirements as well as different entities to help you build and achieve your long-term vision for your wealth. We work alongside you and other professional advisers to ensure you have the right solution to achieve your goals and objectives.

Investment Portfolio Service

A service which seeks to balance risks in order to protect your investment capital over the long term, while growing your wealth to achieve your goals and objectives.

KiwiSaver Advisory

Incorporating Collinson Wealth’s experience in portfolio management and the investment industry, we provide a KiwiSaver advisory service that ensures you are in the right fund with the right provider, for the right reasons. Find out more

Term Deposit Facilities

A service helping you manage your savings by providing access to select the best term deposit rates across five New Zealand banks. We provide one key point of contact and advice, as well as peace of mind knowing your savings are working for you as efficiently as possible. Find out more