Company Profile


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SouthernWealth is a privately owned, independent investment advisory firm the foundations of which date back to 1993. During this time the company has evolved and re-branded and is now represented in Christchurch, Wanaka and Dunedin.

SouthernWealth expresses what we do and where (most) of our clients reside, in the Mainland.

We help all of our valued clients to manage their wealth - for themselves, their family and future generations. This involves individual attention to each client and building long-term personal relationships with our clients to become trusted Investment Advisors.

We are independent from any Funds Management Company; we work for you - no one else. We charge by a Fee for service model and where possible rebate all commissions.
All advisers are required to follow "best practice" and meet continuing education requirements to keep abreast of new developments in the financial markets.

Copies of our advisor disclosure documents are available free of charge on request.