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
We have over a decade of experience as a boutique investment
manager, focused on above-average returns through active fund
A trusted relationship and strong connection
Your wealth adviser will help you as you navigate your journey
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.
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.
Our team of experienced financial advisers is led by Head of Wealth
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.
To invest with Pie Funds, read the PDS and complete the online application form.
Product Disclosure Statements
Past performance is not a guarantee of future returns. No person, including the Directors of Pie Funds Management Limited, guarantees the repayment of units in the funds or any returns of units in the funds. Returns can be negative as well as positive and returns over different periods may vary.
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We are taking steps to try to preserve investor capital and take advantage of opportunities, arising from the severe market disruption associated with COVID-19.
To assist with buying into the current severe sell-off we have secured approval from our supervisor for a temporary exception to our Statement of Investment Policies and Objectives (SIPO), to allow us to exceed our maximum number of positions for the following funds:
We sought permission to increased position limits because we believe it will help us better serve our investors’ interests by:
The exemption is in force now. We will review the need for the exception in six months. If market conditions have returned to more normal settings, we will return within SIPO limits.