Highgate Partners is a locally owned and operated, fee-only firm of independent financial advisers. We don’t accept commissions or rebates from product providers, which means our advice is always aligned with our clients' best interests. Our clients are at the centre of everything we do, enabling us to deliver personalised, tailor-made paths to successful financial outcomes and peace of mind. We’re also proud supporters of our community through sponsorships of the Otago Art Society and Tennis Otago.
2021
The year our firm was founded
$30,000,000
Funds under management
100
Clients served
Our Approach
Highgate Partners takes a consultative approach to financial planning and investment management. This allows us to identify and understand what’s important to you and your circumstances. We create a plan which is suited to your goals, cash flow needs, and risk tolerance.
Our solutions reflect industry best practice. Our process will help you put your whole financial house in order and we’ll keep it that way by carrying out regular reviews with you and adjusting your portfolio when needed.
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