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If you know where you’re heading, we’ll help you get there

Hobson Wealth Partners Limited is a leading private wealth advisory team with offices in Auckland, Tauranga, Wellington and Christchurch.

We operate our business with a strong focus on your wealth, so we can provide you with a high-quality, professional service. Whether you’re

looking for strategic investment planning and management, advice on securities, assistance with asset allocation, portfolio construction or

securities trading, we can help.

Our people own the majority of the company. Macquarie Group Limited owns a strategic equity interest in Hobson Wealth Partners.

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Curtis O’ConnorInvestment Adviser AFA, NZX Adviser

What sets Hobson Wealth ahead of the rest?

Global reachOur global network of experts, extensive market research coverage and industry relationships offer a breadth of unique investment opportunities for our clients.

Simon GilroyInvestment Adviser AFA, NZX Adviser

Vanessa OtangAssociate

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Christine Gao Investment Adviser AFA, NZX Adviser

Tailored adviceThe right investments are based on more than your finances. We’ll take account of your individual circumstances, lifestyle goals and the market conditions – and help you make the decisions that are right for your future.

Local expertiseBeing predominantly a locally owned and operated business, our advisers and portfolio strategists offer on-the-ground local insights to create bespoke, well-rounded investment strategies – as well as the global experience to take your investments to the next level.

Erica NashInvestment Adviser AFA, NZX Adviser

Nigel ScottBoard Member, Head of Advice and Distribution

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Local expertise. Global reach. Our market experts and advisers can help you optimise and refine your investments utilising a wide range of opportunities.

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While we offer advice on a diverse range of investments, our approach is uniquely centred on you, your goals, and your aspirations.

Planning investmentsTogether, we’ll create a tailored investment plan for you, based on your long-term goals. We will then help you with strategic asset allocation and portfolio recommendations based on your investment goals and risk appetite.

We explore and examine local cash and bond markets, New Zealand, Australian and international share markets, listed property, managed funds and other asset classes. We also help you uncover genuine opportunities using award-winning research from more than 250 specialist analysts covering over 2,300 stocks across 20 countries.

Designing portfoliosOur advisers can take you through the investment process, set up your bespoke portfolio and help you manage it. Whether you’re a new or experienced investor, we can guide you. We will ensure your portfolio is monitored and reviewed regularly to check it is working hard, and on track, especially as your circumstances change and the market shifts.

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Specialist tradingYou will have access to local and international share and bond trading opportunities that may not ordinarily be available to regular investors.

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Guiding you to better wealth.

Nobody can predict the future, but you can plan for it wisely. Whether you are an individual, a trust, or a charity, we work with you in managing your money as closely as if it were our own. Our diligence, insights and experience help you navigate towards more informed decisions for both portfolio protection and growth.

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Investing for retirementIt’s never too early or too late to start planning for your retirement. And whatever stage you’re at today, we can help you make the right investments for life after work.

Most of us appreciate how important it is to plan for retirement. But it can also be difficult to figure out the best way to make it happen. Working with one of our advisers might be the best decision you make. They will help you develop a retirement plan that makes the most of your income today, depending on where you are now, and what your goals are for the future.

Investing for charities and trustsManaging a family trust or large charity often means working with complex investments. Our advisers have the expertise and experience to support you through that process, and can tailor a solution that uniquely fits your needs.

We work extensively with trustees, creating investment solutions that deliver against their Statement of Investment Principles and Objectives (SIPO), and other investment guidelines, while using a set of unique investment analysis tools.

We have an in-depth understanding of the specific risk profiles that apply to different types of trusts, and can help you consider other details like the liabilities of the trust, your tax status and return requirements that are adjusted for inflation.

We never forget it’s your money — investing your way.

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Investing for new migrantsIf you are immigrating to New Zealand, our local advisers can help you understand how to invest most effectively. With our expertise, experience and close industry connections, we will make your financial move as seamless as it can be.

We’ll not only help you transfer your assets, we will also show you how to make the most of them once they’re here. Our investment advice also extends to those immigrating under Investor/Investor Plus migrant categories.

If you are coming from the UK, we can help you navigate the considerations that apply to your investments – and refer you on to tax experts where needed. And if you’re transferring a pension from the UK, we’ll guide you through the process of selecting a New Zealand Qualifying Recognised Overseas Pension Scheme (QROPS).

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Aga KrzeczkowskaInvestment Adviser, AFA

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Insightful and thorough advice is an essential part of making the right investments – and keeping them on track.

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Board and ComplianceOur board comprises up to six directors including one independent director. The board is responsible for determining the strategic direction of Hobson Wealth Partners and ensuring best practice management and compliance standards are maintained.

Investment Committee and Investment TeamThe Hobson Wealth Investment Committee and the Investment Team guide recommendations your adviser makes through the detailed provision of research and analysis. They meet regularly to develop strategies and models based on industry research. We draw on the know-how of our portfolio strategists across a number of areas, including:

— New Zealand and international bonds

— Managed funds, including exchange traded funds (ETFs)

— Cash and foreign exchange

— Strategic and tactical asset allocation models

— New Zealand and Australian equity model portfolios

— International equity strategy

We’re privileged to have a team of some of New Zealand’s most experienced wealth advisers, supported by diligent management and governance teams.

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Brad GordonInvestment Adviser, AFA, NZX Adviser

Investing is a mixture of patience and a restless curiosity to uncover fresh opportunities. It’s our job to keep our eyes and ears open for our clients.

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It is my privilege to be part of this exceptional team. We look forward to working with you and helping you achieve your financial goals.

Warren CouillaultExecutive Director

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A proud history of looking aheadNamed in recognition of Captain William Hobson, Hobson Wealth Partners embodies the same pioneering spirit, diligence and visionary leadership of New Zealand’s first Governor.

We were originally known in New Zealand as Macquarie Private Wealth.

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For more information hobsonwealth.co.nz 0800 742 737

DisclaimerHobson Wealth Partners Limited (Hobson Wealth)(FSP29782), is an NZX Advising Firm and a registered financial services provider (L17, 88 Shortland Street, Auckland, New Zealand). The disclosure statements for Hobson Wealth and your adviser are available free of charge by contacting us on 0800 742 737. We recommend that you consider the appropriateness of the information provided to your situation and obtain financial, legal and taxation advice before making any financial investment decision. While we believe the information in this document to be accurate, no warranty is made as to the accuracy or reliability thereof.Macquarie Group Limited (MGL) holds an interest in Hobson Wealth and provides certain business and research services to Hobson Wealth, and there is also a security distribution agreement in place between MGL and Hobson Wealth. However, Hobson Wealth is not a wholly owned subsidiary of MGL, operates separately to MGL, and Hobson Wealth liabilities do not represent liabilities of MGL.

Auckland

Level 17, Lumley Centre 88 Shortland Street Auckland 1010PO Box 4349 Shortland Street Auckland 1140 New Zealand+64 9 363 8700

Tauranga

Level 2, Suite 6 The Vault 53 Spring Street Tauranga 3110 New Zealand+64 7 926 2010

Wellington

Level 12, Deloitte Building 20 Customhouse Quay Wellington 6011PO Box 991 Wellington 6140 New Zealand+64 4 462 4999

Christchurch

Level 3, Deloitte Building 151 Cambridge Terrace Christchurch 8013PO Box 1043 Christchurch 8140 New Zealand+64 3 353 9080