Jack Powell

Background

About Jack Powell

I have been working as an adviser in New Zealand since 1995, and has extensive experience in both the investment and business risk markets. My most recent role prior to joining Private Wealth Advisers was working within the private banking space managing large individual and corporate investment portfolios. I hold close working relationships with my clients, and strives to assist them to achieve both personal and financial success. I work with a team that provides a full range of personal financial advice and investment planning services for clients which include business owners, corporates, and individuals. I an not affiliated to any fund manager or broker house and examine clients' individual situations to uncover unique issues and tailor solutions to meet their personal needs. As an investment, I can offer the following services: • Financial planning • Individually tailored investment portfolios • Advice on investment planning and strategies to help you achieve your financial goals • Administration of and reporting on your investments including performance and asset allocation positioning I also have a special interest in Socially Responsible Investing (SRI). SRI integrates personal values and societal concerns with investment decisions. It strives to consider both the investor's financial needs and an investment's impact on society. SRI allows investors to put their money to work to build a better tomorrow while earning competitive returns today. I have also previously assisted the Professionals Committee within the Auckland Communities Foundation. The foundation aims to become a trusted vehicle that individuals, families, businesses, groups of like minded people and the community invest their philanthropic dollars to build a permanent legacy in the communities they serve. If you are interested in knowing more about this worthy foundation please see