FE ANALYTICS SAVES PRIVATE WEALTH ADVISERS ‘OVER 15 HOURS A MONTH’
Private Wealth Advisers are an Auckland-based independent financial planning firm established in 2001, specialising in bespoke portfolios for individuals, trusts and organisations. They manage approximately NZD $400 million of their clients’ assets and have a staff of 5 including 3 advisers.
Ben Lavender has been with Private Wealth Advisers for 2 years and has worked in the financial advice industry since 2005. He is the primary user of FE Analytics at the firm.