Unlock your financial potential withexpert guidance
Professional financial advice tailored to your life goals
Services
Tailored to your goals
Your complete financial toolkit01 Financial Planning
Financial planning
Investment analysis and advice
Which investment strategy is right for you? We can tailor your investments to help get you where you want to be.
Retirement planning
It's never too early - or too late - to talk about what type of retirement you want and how you can achieve it financially.
Property investment
Professional advice to start your investment journey in real estate or add value to your existing property portfolio, we have the specialist you need to see.
02 Wealth Management
Wealth Management
Investment management
We deliver bespoke, consistent investment outcomes for our clients. Our skilled and experienced advisers can show you a range of options to suit your risk tolerance level.
Mortgage and debt consolidation
Simplify your finances and decrease your liabilities with our effective assessment strategies.
Asset protection
Protect your assets for peace of mind, safeguarding your wealth and ensuring financial security.
03 Tax and Estate planning
Tax & Estate planning
Tax Planning
Personalised strategies to take advantage of the opportunities available and ensure compliance with latest regulations.
Estate planning and administration
Estate planning services to protect your assets and ensure tax-effective distribution of your estate.
60 second financial
health check
We're focused on your future, every step of the way
At Patterson Wealth, we understand everyone's definition of wealth is different.
We take the time to understand your current situation, your future goals, and the level of risk you're comfortable with. We work with you to build a financial strategy that's tailored to you.
Our clients come from all walks of life, with different dreams and goals. From planning for a secure retirement to growing your wealth, we're here to support you every step of the way.
17+
YEARS OF EXPERIENCE
Proud to be in business for more than 17 years.
$2.5 billion +
PROPERTY TRANSACTIONS
Exceeding $2.5 billion in property transactions.
2800+
CUSTOMERS
Putting you at the centre of our service.
Expert advice, clear honest guidance, for real results
At Patterson Wealth Partners, our focus is on you, not just the numbers. Many clients come to us seeking clarity and direction for building financial security. You can trust our expertise and insight to provide you with structured, tailored advice that delivers results.
Trust is at the core of our relationships. We work with integrity and transparency, ensuring that every decision is guided by respect for your financial security.
The financial landscape is complex, shaped by legislation, regulation and industry jargon. We offer clear, well-researched advice that is practical, impartial and aligned to your needs.
Confidentiality and discretion are central to the way we operate. Whether you are taking the first steps toward securing your financial future or developing a new strategy, you can rely on us to be there with you.
Testimonials
Those who trust us
Craig Patterson and his team have been wonderful to work with and have given us a huge amount of confidence in making proactive decisions about our financial future. Craig is knowledgeable, relatable and very generous with his time and support. The Patterson team have provided us with a firm sense of security concerning our investments and we look forward to a long future working with them.
A & R CAMPBELL
We are rookies when it comes to investing and we arrived at the meeting with some fears and suspicion due to publicity around rouge financial advisors. Craig's integrity came through very quickly and we were made to feel relaxed and very comfortable.
C & T HOPEWELL
Craig acknowledged our fears but was really reassuring and easy to talk too. Craig and Jeremy were great with all our questions afterwards and any issues were quickly sorted. The follow up made all the difference as we felt so supported by them both. This has been a very exciting step we have taken, and I thank them for all they have done for us.
D JOWSEY
Building wealth,
creating futures.
Our team
Leadership that empowers you
Our team brings you over 30 years of expert financial advice to deliver results that get you ahead, while upholding that personal service you've come to trust.
Craig Patterson
MANAGING PARTNER
craig@pattersonwp.co.nz
0800 00 27 38
Grant Ashby
SENIOR INVESTMENT ANALYST - FINANCIAL ADVISOR
grant.ashby@pattersonwp.co.nz
021 401 690
Laura Patterson
TITLE
name@email.com
021 2345 678
Libby Small
TITLE
name@email.com
021 2345 678
Our strategies and expertise - your secure financial future
Wealth accumulation
We will help you develop investment strategies to build wealth prudently and tax effectively, to help you become financially independent... and to provide a more financially secure retirement.
About to retire or already retired
We will help you arrange your finances to ensure you build a retirement income which is reliable and tax effective... and which should last for your lifetime or longer.
Business estate planning
There's an adage that says most of a business's assets walk out the door at the end of every working day. But what happens if for some unexpected reason one of the key assets can't come back the next day?
Personal insurances
The financial wellbeing of you and your family is our focus. We make sure our clients are properly protected in case they get seriously ill or injured or die. And if the unexpected does happen we make sure you are paid the right amount when you or your family need it the most.
Contact us to start your journey to financial wellbeing
Putting youat the centreof all we do.
Please fill out the form below, so we can get in touch with you.
OR REACH US AT:
158 High Street
Level 1 - Suite 3
Christchurch City Centre
Christchurch 8011