We provide high-quality investment advice for clients who value personalised service and strong relationships.

We understand the importance of partnering with someone who recognises your unique needs and aspirations. That's why, at Shaw and Partners, every client benefits from the expertise of a dedicated advisor. Your Shaw and Partners advisor is committed to providing absolute transparency in all portfolio discussions, delivering reports in clear and straightforward language. Rest assured, they are readily available to you via phone or email, ensuring a seamless and responsive collaboration.

Private individuals and family trusts

Using our global investment expertise, we carefully monitor and manage your investments at all times

Our clients come from all walks of life

Similar to our diverse team of advisers, our clients encompass a wide array of backgrounds. Recognising the nuances of your specific situation is crucial to us. We aim to build a deep understanding of your needs, priorities, and aspirations. This personalised approach allows us to deliver an investment solution that aligns perfectly with your unique requirements, ensuring that your financial journey is tailored to you.

Advice on how to manage my wealth

Our advice process is founded on genuine collaborative relationships with our clients. We will provide you with quality advice focused on your best interests and tailored to your specific needs. The ultimate result is you will have a well-researched and constructed portfolio using the expertise of our investment professionals.

Grow your wealth while continuing to work

You know that the earlier you start saving, the more your investments can grow. The work involved in investing requires planning and patience. You will have the time to create wealth in your income-earning years and we can work with you to help build and grow your investment funds.

Whether you need a sounding board for your thoughts on investing, or you do not have time to do the necessary research required for a significant asset you have, your investment adviser can provide this service to you. We work with many clients who have limited time to focus on their investments. We understand our clients and tailor our service to their needs.

Keeping you on track towards your retirement plan is as important as the investment decisions that are made day to day. Your adviser is there as a coach, sounding board and decision maker.

Invest my wealth for a comfortable retirement

We can assist in expanding your wealth, ensuring you're well-prepared for retirement. By building a portfolio tailored to your needs, we'll aim to provide the necessary income for a comfortable retirement.

Tell us what matters most to you. Is it having ample time to enjoy your retirement years? Your adviser will manage your investments, allowing you to indulge in your favourite activities. We'll focus on growing your portfolio's value and securing a steady cash flow, aligning with your goals. A common worry is whether you have sufficient funds for retirement. To alleviate this, we'll regularly update you on your portfolio's performance, offer future cash flow projections, and estimate income withdrawals. This approach ensures peace of mind and guards against unforeseen financial surprises in your later years.

Secure your wealth for future generations

Investing for generations is what we do. We understand the importance of looking after your family, making sure that the wealth you and your parents before you have worked to generate and protect is well managed. We take that responsibility seriously. We will work with you to protect and grow your investment assets so that you are able to provide for your children and for the generations to follow.

No two families are the same, so understanding what is important and what your intentions are is crucial. This holds true for your investments. Our experienced advisers are able to navigate not just the investment markets, but the complexities of how that wealth and legacy might be passed on to future generations. We have investment offerings that allow the next generation to become familiar with investing at a relatively low entry point. Being prudent in how your funds are invested will allow your capital to grow over time as your investment horizon is not just a single generation.

Charitable Trusts, Iwi and Corporate Offices

Money can come from unexpected places. Knowing how to grow it only comes from experience.

Charitable Trusts

Shaw and Partners has a long established record of helping charitable trusts with their philanthropic endeavours. We will help develop prudent investment strategies and manage investment portfolios to carefully grow your trust’s capital base and income over the long term. We also assist in determining appropriate distribution levels and the impact of these on the capital sum.

Iwi

At Shaw and Partners, we understand the unique investment needs and cultural values of Iwi and Māori entities. Our expert financial advice is delivered through a tikanga-led approach, tailored to respect your heritage, and align with your mātāpono (values). Our strategy not only values the kaitiakitanga of resources for future generations but also builds upon whanaungatanga (relationships) and aroha (connectivity). These values and practices are integral to our investment strategies that help pave a unique route towards financial success with meaningful progress for Iwi and Māori entities.

Corporate Clients

Shaw and Partners delivers a customised investment solution for our corporate clients allowing the investment funds to be maintained, managed and monitored via our highly specialised custodial platform. We have considerable experience in crafting tailored investment portfolios taking a conservative approach to help grow the portfolio without taking unnecessary risks. We have a strong governance team ensuring compliance with all financial advisory regulations.

Family Offices

When it comes to saving for rainy days, we didn’t come down in the last shower.

Every single family office is unique

It is essential to find an advisor that understands your family values and purpose before engaging with them to offer investment advice. Shaw and Partners delivers a bespoke financial solution to our family office clients which is unique to them and tailored specifically towards their specific values and objectives. We also stress the educational aspect to help future generations understand the financial solution being offered to the family.

Professionals

Shaw and Partners work with a wide range of referral professionals including accountants, lawyers, private wealth offices, estate agents and business brokers. Our team has many years of experience and will always respect the existing client relationship that is in place with you. We will keep you well informed of how your referrals are progressing.

You can be assured in the knowledge that Shaw and Partners advisers will enhance your client relationships and treat your clients with a level of respect and professionalism that reflects your own exemplary service. We will focus on the specific needs of your clients and provide them with quality investment advice that results in well-researched and constructed portfolios using the expertise of our investment professionals.