Pacific Wealth Creators specialise in managing growth and income investments for private clients. When you choose us, you'll experience a refreshing and more intelligent approach to wealth management that sets us apart. 

Your point of contact will be James Clague, an experienced funds manager, not sales people disguised as financial advisers. Here’s some more compelling reasons to use our service:

A More Intelligent Approach.

Quality Returns.

Low cost together with impressive returns is a powerful combination over the long term. Explore our Returns page for more details.

Collaborative.

We work with clients and their accountant or professional adviser when required to make sure what we do is a good fit.

In-House Research.

Investment decisions are backed by in-house research lowing risk and improving outcomes. We typically spend between 2 days to 2 weeks researching each investment / security.

Transparent Ownership.

Your account, your investments in your name with the custodian, and we don’t use others products or funds so no layering and duplicating fees (a common practice we shun). Simplicity inspires confidence, reduces risk and cost.

We prioritise stability.

We prioritise stability by adhering to a proven value approach that has served us and our clients well over over our long history so we don’t waiver from it. Investing in quality at an attractive price lowers risk by providing protection when the market behaves erratically. Stability also comes from patience and discipline to achieve good outcomes.

We speak your language.

Our industry can be confusing so we like to use language our clients can understand. Even our largest and long-standing clients find jargon and theory difficult to grasp. You will find us candid, open and honest. We keep you informed and share our knowledge. We want you to feel empowered and enjoy your investment journey with us.

We are licensed.

Pacific Wealth Creators Ltd is a registered Financial Service Provider (FSP48786) and a licensed Discretionary Investment Manager with the Financial Markets Authority in New Zealand. We operate in a heavily regulated environment so you can have confidence knowing all aspects of our operation and governance are compliant. Client assets are held by a custodian for your security.