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:
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* Want greater clarity and confidence in their financial future
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* Are planning for a comfortable retirement
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* Are 'family stewards': people who organise and oversee family assets
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* Prefer to delegate financial planning and investment matters to an experienced professional
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* Are selling significant assets such as a business or investment properties
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* Receive an inheritance or significant gift from family
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* Have foreign superannuation or pension assets and are thinking about transferring them to NZ
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* Wish to creat a financial legacy for younger generations of their family
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* Have gone through a change in relationship status and want help with managing their financial assets
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* 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

"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

"Fraser, John and the team at Highgate Partners Ltd have been first class to deal with. We thoroughly recommend them as financial advisors. They combine professional expertise with a personal approach which allows us to have complete faith in their advice. Fraser and John keep us fully informed, and we appreciate their annual visits to our home".

Dawn & Wayne

Central Otago

"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

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