A personalised approach

Pie Wealth was created because clients approached us asking for advice on investment suitability, risk tolerance and how our funds would assist them with their goals. We decided to create Pie Wealth to meet this need.

Tailoring to clients’ goals and needs

Each client is unique so our recommendations are tailored to your goals, circumstances and risk profile. We regularly review our recommendations to ensure they remain appropriate and to keep your investment portfolio on track.

“Now you don’t have to go to Switzerland to get a true private wealth experience.”

Mike Taylor, Founder & CEO

What’s included

  • A written statement of advice on how to achieve your financial goals
  • Access to our own investment funds and other investment products not managed by us
  • Personalised investment advice and regular meetings with your Wealth Advisor
  • An online portfolio platform to view your investments at any time
  • Full administration and independent custody of your holdings. (i.e. your money is not held with Pie directly)
  • Monthly fund updates
  • Tax and semi-annual reports
  • Subscription to JUNO Magazine

 
Enquire about Pie Wealth

You may also call us on +64 9 486 1701 during business hours.

Our Wealth Advisers

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James Paterson
FSP188224
Head of Wealth and Client Services
BBS, GDFS, AFA

James has overall responsibility for client relationships, and is licensed 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 an Authorised Financial Adviser.

James is a shareholder of Pie Funds.

Primary Disclosure Statement

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Simon Hepple
FSP111044
Wealth Adviser
BA, GDBS, AFA, CFP

Simon is licensed 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 an Authorised Financial Adviser.

Simon is a shareholder of Pie Funds.

Primary Disclosure Statement

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Sam de Court
FSP666131
Wealth Adviser
BCOM, CA, AFA

Sam is licensed 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 an Authorised Financial Adviser.

Sam is a shareholder of Pie Funds.

Primary Disclosure Statement

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Julie Charlton
Wealth Investor Support

Julie provides administration support to the Pie Wealth team. She provides practical assistance and on-going administrative support to ensure all key administration and portfolio management tasks are completed.

Prior to joining Pie Funds in 2019, Julie worked as the Client Services Administrator for a Chartered Accounting firm.

Secondary Disclosure Statements are available on request, free of charge.

We’re here to help

We’d love to hear how we can help. Simply call or send an enquiry to speak with our team, or arrange a visit to our offices.

Get in touch