What sets Hobson Wealth apart?
Two distinct features set us apart from others and that is the way we will always be.
All we do is look after your savings, investment and wealth requirements: no big corporates, no funds managers, just you.
The key people in our business own the business, we’re not part of a big conglomerate, we’re not foreign owned – it’s us, Kiwi owned and operated.
We are committed to helping you achieve your savings and investment objectives. We will always invest in our capability to deliver the best dedicated private wealth services in New Zealand – from our boutique funds, to customised wealth advice, to Kiwisaver – and we will continue to invest to make sure we stay on top of what our clients needs are.
INVEST WITH
CONFIDENCE
ADVICE
No matter what your age or stage our experienced team can help you with:
- Investing for Retirement
- Investing for New Migrants
- Investing for Charities & Trusts
INVESTMENTS
Our specialised services can help you reach your financial goals sooner:
- Shares
- Bonds
- Managed Funds
- Margin lending
- Cash & foreign exchange
TOOLS
Enjoy access to personalised investment tools and online resources:
HOBSON PORTFOLIO SERVICE
Depending on your circumstance, what age and stage of life you are we have an investment service to suit you
PREMIUM
PORTFOLIO SERVICE
Investment planning analysis, assessment of your goals and objectives and your approach to risk, portfolio management, comprehensive monitoring, administration and reporting.
CUSTOM
PORTFOLIO SERVICE
Portfolio management, comprehensive monitoring, administration and reporting, managed to a client-specified mandate.
SELF-MANAGED
SERVICE
Point in time advice based on your specifications, administration and reporting available.
EXECUTION
ONLY SERVICE
We buy and sell securities on your instructions.
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.”
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
