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.
Wealth Associate
Meet Michelle
Michelle Preston brings extensive experience in financial services, legal, compliance, and governance. She began her career as a solicitor with Kensington Swan and later held senior roles at ING, ANZ Wealth, BNZ and Westpac.
Every decision we make is underpinned by our five investment pillars.
When it comes to investing, you can’t always believe the hype.
And you shouldn’t always follow the herd. That’s why we make decisions based on in-depth research and analysis, not short-term hype.
Always looking for the fundamentals of good businesses, with long-term viability and growth potential.
The path to profitability is much simpler when you’re riding the prevailing winds – not fighting against them.
But in an age of disruption, winds of investing can shift quickly. So picking them is important.
That’s why we are constantly assessing short and long- term trends to spot clear tailwinds.
We believe there’s nothing quite like the motivation of having skin in the game.
That’s why we invest alongside you, with conviction. Over $100m^ of the money we manage comes from our staff, directors, or shareholders.
We look for the same commitment from the founders and managers of the companies we invest in.
(Not just the numbers)
When driving returns, it matters who’s driving.
The skill, experience, passion, and ability of business leaders really can make all the difference.
That’s why we don’t just get to know the numbers – we get to know the people behind the businesses we invest in too.
Ensuring the senior leaders have the commitment and the capability to drive success (not just charisma).
Markets go up and down. All we can do is be prepared – and act accordingly.
That’s why we always keep something aside for a rainy day.
Holding cash in our funds and a seasoned approach to increasing it (as far as 100%) to preserve investor capital. Then deploying cash quickly once markets begin to recover.
Ready to act when we see a threat or opportunity.
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]