Manage, protect and
grow your wealth

Speak to one of our experts about a free consultation on 0800 742 737.

Articles

The value of bonds in an equity market downturn

By | Insights
When equity markets are buoyant and stock market indices are seemingly reaching new market highs on a daily basis, it’s easy to question why people should advocate investing in bonds....
When equity markets are buoyant and stock market indices are seemingly reaching new market highs on a daily basis, it’s easy to question why people should advocate investing in bonds. After all, in the current interest rate environment, it’s difficult to find returns materially above four percent, and in a lot of cases, lower still. However, the last month is hopefully a timely reminder as to why we look at investing from an overall portfolio perspective, which includes multiple asset classes (equities, bonds, property and cash). The NZX50 returned -6.15% for the month of October 2018, which is the eighth... Read more

The Independent Financial Adviser.

By | Insights
When you’re unwell, you visit your doctor. You meet with a lawyer if you have a legal issue and when you need to borrow money, you go to your bank....
When you’re unwell, you visit your doctor. You meet with a lawyer if you have a legal issue and when you need to borrow money, you go to your bank. So when you need financial advice, you should seek it from an independent financial adviser. A financial adviser is a professional who provides financial guidance to clients based on their needs and goals. In the NZ context, they typically provide clients with access to various investment products and services, planning or advice related to retirement, mortgages, estate planning, taxes and more.  Financial advisers are required to meet a fiduciary standard... Read more

Governance or box ticking?

By | Insights
There has recently been a spate of high-profile, well publicised cases where company directors have come under fire for inadequate corporate governance, resulting in company failures. A breach of duties...
There has recently been a spate of high-profile, well publicised cases where company directors have come under fire for inadequate corporate governance, resulting in company failures. A breach of duties is the term being used in the Mainzeal case, but does it run much deeper than that? In a recent investor presentation,  Mainfreight Managing Director Don Braid outlined what I [we] believe to be a very compelling case to their approach to people and any board appointments. In their latest correspondence, Mainfreight mention the upcoming departure of Carl Howard-Smith from their Board of Directors. Howard-Smith has been a Director of... Read more

Invest with confidence

TAILORED ADVICE

With support from our experienced team, you can make more informed decisions for your future.

  • Wealth management
  • Investing for retirement
  • Investing for new migrants
  • Investing for charities and trusts

MAKING INVESTMENTS

Our specialised services can help you reach your financial goals sooner.

  • Equities
  • Fixed interest
  • Managed funds
  • Margin lending
  • Cash and foreign exchange

ONLINE TOOLS

Enjoy access to personalised investment tools and online resources.

  • Premium Portfolio Service

Hobson Portfolio Service

This tailored investment management solution will help you take each step with confidence. You’ll have dedicated adviser support, 24/7 online visibility and regular reporting; whilst we look after the day-to-day management.

Find out more

What sets Hobson Wealth apart?

GLOBAL REACH

Hobson Wealth’s global network of experts, access to extensive market research and industry relationships offer a world of unique investment opportunities for our clients.

LOCAL EXPERTISE

Being majority owned by New Zealanders, we have the local insight to create well-rounded investment strategies. Our advisers and portfolio strategists have the global experience to take your investments to the next level, and the grounding to help you do it confidently.

PERSONALLY INVESTED

The right investments are based on more than your finances. We will look at your individual circumstances, lifestyle goals and market conditions – so you can make better informed decisions that are truly right for your future.

What our clients say

“Ms Kirsty Shiach has provided exemplary service to both my wife and I for probably 30 years or more and there has been no diminution in service since Hobson Wealth took over responsibility from Macquarie. We have been very pleased with the services provided by Hobson Wealth. Hi.”

Elizabeth and Charles Speight

“Tony Sutherland’s investment strategies and ability to understand the market gives me 100% trust in the direction we are going not to mention the returns have been outstanding. I have and will continue to recommend him for those seeking to grow their wealth.”

Richard Kahui

Meet our advisers.

View the team