About our clients

We work with a diverse range of clients across New Zealand, including individuals and couples, family trusts, and non-profit organisations.

We help clients who:

*  Want greater clarity and confidence in their financial future

*  Are planning for a comfortable retirement

*  Are 'family stewards': people who organise and oversee family assets

*  Prefer to delegate financial planning and investment matters to an experienced professional

*  Are selling significant assets such as a business or investment properties

*  Receive an inheritance or significant gift from family

*  Have foreign superannuation or pension assets and are thinking about transferring them to NZ

*  Wish to creat a financial legacy for younger generations of their family

*  Have gone through a change in relationship status and want help with managing their financial assets

*  Wish to achieve financial independence whereby work is optional

2021

The year our firm was founded

$30,000,000

Funds under management

100

Clients served

What our clients are saying

Client Testimonials

"I signed up as a client of Highgate Partners as soon as John and Fraser started the business. I have known them for many years and can vouch for their integrity, their professionalism and their personal approach. They are extremely approachable and have guided me through my queries clearly and thoroughly. They are also supported by an excellent and cohesive team. As a result, I feel totally relaxed that my life savings are in the best hands".

Allan
Dunedin

"Fraser and his Highgate colleagues have provided solid investment advice to us for several years. We are much more confident about our retirement plans with their knowledge and expertise to guide us. They have also provided timely advice in other areas, filling gaps in our plans that could have proved problematic. We plan on continuing our relationship with Highgate wherever we end up in New Zealand".

Dunedin clients

"I initially approached Highgate Partners because they seemed to strike my ideal balance of being friendly and local, yet professional and reliable. I was seeking financial guidance because I didn’t feel confident in managing my own investment portfolio and wanted to put complete faith into people who could. From the very first meeting, I felt completely comfortable and confident in Highgate Partners. I particularly appreciated their down-to-earth, modest approach – there was no sense of superiority, and they made everything digestible for the non-finance initiated. One year on, I remain thoroughly impressed by the warm, meticulous, and personal service that I receive from the team. Knowing my investing is done through trusted, knowledgeable hands has given me immense peace of mind. Apart from the comprehensive quarterly report that I read diligently, I don’t feel the need to stay updated about a thing!"

Ella
Dunedin
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