Our Services

Pacific Wealth Creators manages equity portfolios of Private Clients and Wholesale Clients. We act for investors wanting to take a smarter approach than most, investors seeking to build wealth over the long-term, and those who have wealth and wish to invest it wisely.

Pacific Wealth Creators is first and foremost an investment research operation that applies a fundamental and value approach to its research and analysis. We conduct our own research into primarily NZ, Australian and US listed companies. The purpose of this research is to identify quality equity investments for private client funds under management.

The investment approach adopted is a critical distinction between fund managers and should be a core focus for investors and clients when searching for a service provider. Returns will largely be a result of the approach and how well it is applied. The approach also defines the types of businesses (listed companies) investors will acquire an ownership stake in. In this regard we can assure you that you will feel just a good as we do about being part-owners of some fantastic enterprises.

High Ethical Standards
Pacific Wealth Creators will always remain totally independent, honest and ethical. These are values we place great importance upon.

It is simply our aim to provide you with the best investment service available. Period. That service is defined by quality returns and the above service values.

We acknowledge the investing public is exposed to copious amounts of rhetoric from finance industry participants and issuers of securities. In some cases this is so overwhelming the poor investor is eventually left not knowing who to trust or believe. Most of this rhetoric comes from aggressive sales people and sales tactics, face-to-face or disguised in the form of 'conferences'.

We do not have sales people. The majority of new clients come via word-of-mouth or referrals from existing clients and professionals such as Accountants and Lawyers. Hence, you will never receive any fancy sales patter from us. But new clients should be fully informed and knowledgeable prior to committing to an investment service so we focus on these aspects and the rest should take care of itself.

The prosperity of any investment and fund management operation will rest entirely on its reputation. Since we plan on being around for a very long time there is an intense understanding that our client relationship must be mutually beneficial to both parties.