Wealth Management

Pie Wealth is a boutique advice service, tailoring an investment portfolio to your lifestyle and requirements. This service is best suited to individuals, family trusts and corporates with $1 million or more to invest.


You’re one of a small number of highly-valued private wealth clients

We are committed to providing you outstanding service and generating long-term wealth.

We have over a decade of experience as a boutique investment manager, focused on above-average returns through active fund management.

For you

A trusted relationship and strong connection

Your wealth adviser will help you as you navigate your journey together.

From regular reporting to annual reviews, our premium service is a cut above the rest.


Tailored strategies and financial guidance from experts

Portfolio advice looks beyond our own growth products to provide personalised, diversified and well-constructed investments to help you reach your goals and enjoy the life you want – and deserve.

Contact us

Interested in finding out more? Please get in touch to arrange a meeting at our Auckland or Hawke’s Bay office or a Zoom call. We’d love to meet you.

Meet the Team

Our team of experienced financial advisers is led by Head of Wealth James Paterson.

James has over 15 years specialising in wealth management and financial advice and is passionate about building strong relationships and helping clients achieve their financial goals.

The Wealth team is committed to providing outstanding client service.

Learn More