Pie Wealth offers a personalised wealth management service for investors with $1m or more to invest.
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That’s why we put everything we have into understanding you and your wider life and ambitions – and working together to make them happen.
Pie Wealth is for investors who expect more from those trusted with growing and managing their wealth.
Pie offers a personalised wealth management service for investors with $1m or more to invest.
Personalised wealth management service for investors with $1m or more to invest.
To find out more download our Wealth with Pie brochure or speak with one of the team.
Download Contact Us
Head of Wealth and Client ServicesBBS, GDFS
Meet James
Head of Wealth and Client Services(BBS, GDFS)
James has overall responsibility for client relationships, and is authorised to provide financial advice and recommendations to clients.
Prior to joining Pie in 2018, James was Head of Advice at Fisher Funds Management in Auckland.
James holds a Bachelor of Business Studies from Unitec in Auckland, a Graduate Diploma in Financial Services from Kaplan in Australia, and is a Financial Adviser.
James is a shareholder of Pie Funds. View James’ disclosure statement here.
Email: [email protected]
Wealth AdviserBA, GDBS, CFP
Meet Simon
Wealth Adviser(BA, GDBS, CFP)
Simon is authorised to provide financial advice and recommendations to clients.
Prior to joining Pie in 2018, Simon worked at Westpac in Auckland as an Executive Financial Adviser.
Simon holds a Bachelor of Arts from the University of Auckland, a Graduate Diploma in Business Studies endorsed in Financial Planning from Massey University, the Certified Financial Planner designation through the Institute of Financial Advisers and is a Financial Adviser.
Simon is a shareholder of Pie Funds. View Simon’s disclosure statement here.
Wealth AdviserBCOM, LLB, CA, FA
Meet Mark
Wealth Adviser(BCOM, LLB, CA, FA)
Wealth AdviserBCOM, CA
Meet Sam
Wealth Adviser(BCOM, CA)
Sam is authorised to provide financial advice and recommendations to clients.
Prior to joining Pie in 2015, Sam worked at A-Ward in Auckland as Commercial Manager and prior to that, as a Senior Tax Consultant at Deloitte in Auckland.
Sam holds a Bachelor of Commerce from the University of Auckland in New Zealand. He is also a Chartered Accountant and a Financial Adviser.
Sam is a shareholder of Pie Funds. View Sam’s disclosure statement here.
Investor Support Team LeaderBA HONS, HDE
Meet Mandy
Investor Support Team Leader(BA HONS, HDE)
Mandy is responsible for leading the team of support specialists in administrative and operational tasks within the Client Management Team.
Prior to joining Pie Funds in 2020, Mandy worked as a Claims and Data Assistant at CBL Insurance. Before that, she worked in Client Services in the financial services and insurance industry in South Africa.
Mandy holds a Bachelor of Arts (Hons) and a Higher Diploma in Education (HDE) from the University of the Western Cape in South Africa.
Talk with our team or organise a visit to our offices.
We’d love to hear how we can help; simply call, email, or send an enquiry.
0800 586 657+64 9 486 1701[email protected]
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