We undertake to work exclusively for our clients, there are no exceptions.
How we can help.
Since 1994, when Collinson & Co was established, an extraordinary amount has happened. From historical events to currency crises to market crashes to a pandemic, to aging bull markets to the rise of inflation. At Collinson Wealth Partners, our approach is to help each investor as an individual. We don’t apply the same solution to every investor – simply because each investor has specific wants or needs for their capital.
As an independently owned firm, we don’t sell investment products; we centre all our experience and skills on providing our best advice as how to build investment portfolios to meet our individual clients’ goals and objectives.
Our client’s success is the single measurement that matters the most to us. We strive in all things to put your interests ahead of our own.
At Collinson Wealth Partners, like all good partnerships, we are here with you for the long term.
Building Sustainable Investment Foundations.
Investing can be complex, the long-term impact of getting it right can make a meaningful difference to your wealth.
When you invest your money, you can increase its value while still preserving its purchasing power against the effects of inflation. The best way to approach it is as a long-term process that calls for persistence and the resolve to maintain investment even when markets decline, as they certainly will do occasionally.
We support a diversified approach that includes a variety of asset classes, geographical areas, and investment techniques. Our investment approach combines knowledge of asset allocation, investment selection, and portfolio construction with our prognosis for the global economy.
Our approach is anchored to these foundations
1. Partnership
We work with you as a person, rather than just another investor. We take the time to get to know you as an individual and to understand your background, your experience, your preferences and most importantly your goals, then we work with you to guide you towards achieving these objectives
2. Investment choice
We are independent. We can offer you a broad and varied choice of investments, which we believe can better suit your needs as an individual. We know that no two people are ever the same. We are all different – and your investments should reflect this
3. Prudence
When allied with planning, patience and common sense, prudence develops the courage to be cautious. Our priority is firstly to preserve and then to grow your capital.
4. Our Investment Philosophy
We provide a clear and sound set of investment principles to our clients. These principles cast light on what we believe is important, and what motivates us when we are working for you.
Our Team
When you understand what clients need in an age where complexity reigns, it becomes clear that the only way to deliver a comprehensive service is through a team of people.
Our team approach is a valuable asset. It ensures the sustainability of our business and it also allows our clients to tap into a deep well of experience and knowledge that the team has built.
What brings us together is that simple desire to ensure that our clients succeed.
At Collinson Wealth Partners, we subscribe to these simple tenets:
WE UNDERTAKE to work exclusively for our clients. There are no exceptions.
WE UNDERTAKE to provide transparency and aim to achieve exemplary fiduciary standards and accuracy in handling client assets
WE BELIEVE in providing independent and objective advice, with assistance based on informed analysis, prudent judgment, and diligence.
WE ENABLE our clients to gain a deeper understanding of their risk profiles and in turn a firm control of their investment affairs.
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 and Financial Planning
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 and how you use it to fund the life you want to live. 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
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