Pie Wealth is a boutique advice service, tailoring an investment portfolio to your lifestyle and personal requirements. This service is best suited to individuals, family trusts and entities with $1 million or more to invest.Our portfolio advice looks beyond our own products to provide personalised, diversified and well-constructed investments to help you reach your goals and enjoy the life you want.Our absolute focus is providing excellent service and generating long-term wealth. We take care of your investments with a hands-on, personalised approach—so you can focus on what matters most.
Watch James Paterson, Chief Client Officer, explain the importance of wealth advice.
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Our team of experienced financial advisers is led by Chief Client Officer, 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.
Chief Client OfficerBBS, GDFS, FA
Meet James
Chief Client Officer(BBS, GDFS, FA)
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, a Graduate Diploma in Financial Services from Kaplan in Australia and is a Financial Adviser.
Outside of the office, James is married to wife Anna and has three teenaged children. James is an active relaxer and loves his football, running, golf or simply walking the dog.
James is a shareholder of Pie Funds. View James’ disclosure statement.
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.
Wealth AdviserBCOM, LLB, CA, FA
Meet Mark
Wealth Adviser(BCOM, LLB, CA, FA)
Mark is authorised to provide financial advice and recommendations to clients. Mark is also responsible for client relationships and partnerships for Pie.
Prior to joining Pie in 2018, Mark worked at Deutsche Bank, a global investment bank in London and, prior to that, in commercial banking at ANZ in Auckland.
Mark holds a Bachelor of Commerce and Laws from the University of Otago. He is also a Chartered Accountant, and Barrister and Solicitor of the High Court of New Zealand.
Mark has young twins with his wife Natasha. He enjoys golf, racquet sports and running in his spare time from busy family life.
Mark is a shareholder of Pie Funds. View Mark’s disclosure statement.
Wealth AdviserBCOM, CA, FA
Meet Sam
Wealth Adviser(BCOM, CA, FA)
Sam is authorised to provide financial advice and recommendations to clients.
Prior to joining Pie in 2015, Sam worked as a Senior Tax Consultant at Deloitte in Auckland.
Sam holds a Bachelor or Commerce from the University of Auckland. He is also a Chartered Accountant and a Financial Adviser.
Outside of work, Sam has a busy family life with wife Aimee, two daughters and a labrador. He is passionate about boating, golf and has recently got into marathon running.
Sam is a shareholder of Pie Funds. View Sam’s disclosure statement.
Senior Investor Support SpecialistBA HONS, HDE
Meet Mandy
Senior Investor Support Specialist(BA HONS, HDE)
Mandy is responsible for providing outstanding experiences for existing and potential Pie Funds clients.
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.
Every decision we make is underpinned by our five investment pillars.
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]