We know wealth doesn't come easy.
You've worked hard to gain it and grow it.

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.

Personalised wealth management service for investors with $1m or more to invest.


Importance of Advice

Watch James Paterson, Head of Wealth and Client Services, explain the importance of wealth advice.




Wealth brochure

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

Wealth brochure

Meet the team

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

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James Paterson

Head of Wealth and Client Services
BBS, GDFS

Meet James

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Simon Hepple

Wealth Adviser
BA, GDBS, CFP

Meet Simon

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Mark Bull

Wealth Adviser
BCOM, LLB, CA, FA

Meet Mark

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Sam de Court

Wealth Adviser
BCOM, CA

Meet Sam

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Mandy Fox

Investor Support Team Leader
BA HONS, HDE

Meet Mandy


Contact Us

Contact Us

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]