Whatever your wealth requirements, our vision is to partner with you over the long term to provide guidance and advice.

Collinson Wealth Partners offer the following Key Wealth Services:

KiwiSaver Advisory - We provide a KiwiSaver advisory service that ensures you are in the right fund with the right provider, for the right reasons.

Private 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.

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.

With your wealth goals in mind, we may combine all or some of these services for yourself, your family and future generations.

Learn more or call me to have a chat - I'm local and live in Cromwell. I look forward to hearing from you.