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IWIinvestor is New Zealand’s leading Māori-owned investment and financial advisory service.

 

About IWIinvestor

 

We protect and grow the wealth of clients.

We are, Pou Tiaki i Ngā Rawa 

 

IWIinvestor Mihi

Ko te waka o IWIinvestor tēnei e tuku mihi ki a koutou
kua mau ringa ki te hoe.

I tēra ka tere whakamua tātou kia tau tika ngā wawata
kei roto i a tātou katoa.

No reira ngā mihi nui.

Greetings from the IWIinvestor waka to all who have placed their confidence in us.

It is without doubt we will progress forward to achieve the desired goals we all seek.

Therefore, greetings to all.


Whakatauki - 'Proverb'

Te tangata tiro kau noaiho ki te tihi

Ka kore e pikautia.

Te tangata tū pakari ki ōna hiahia

Ka tū tiketike ki runga.

A person who is casual in his approach

Will never reach great heights.

A man who strives to succeed

Will be rewarded for his efforts.

 

Taupō Moana Investments Limited operating under the brand IWIinvestor is a Financial Services Provider.

Established in 1996, IWIinvestor is a wholly owned subsidiary of Lake Taupō Forest Trust.

IWIinvestor provides quality investment outcomes to clients including individuals, charitable trusts, Māori entities and investment organisations. On their behalf, we now manage $150 million providing financial portfolio advice and administration.

Our board have significant experience in financial markets both in New Zealand and offshore. The board of directors includes Debra Birch, Chair; John Bishara, Deputy Chair; Steve Napier; and Nat Vallabh.

Based in Taupō, our operation and team of financial advisers is managed by Linda Mastny. Linda began working for Taupō Moana Group (TMG) in 1997 as an Investment Officer. Linda has also attained Authorised Financial Adviser (AFA)  accreditation.  Ariana Dais, who joined IWIinvestor in 2009, has completed the New Zealand Certificate in Financial Services and is a Registered Financial Adviser (RFA). Ariana is currently working towards becoming an Authorised Financial Adviser (AFA). 

Collectively the management team has over 40 years' experience in the financial services sector and have all been actively involved in the business including providing advice, client servicing, compliance, portfolio administration and monitoring and management. The diversity within the operations team and board ensures we maintain an open mind to new ideas and technology, and we continue to provide a relevant investment experience to our clients.

Our team also includes MyFiduciary who we partner with to ensure we deliver high performing, low-cost investment solutions.  Through MyFiduciary we also aspire to raise the investment governance knowledge and capability of our clients.  

In 2018 IWIinvestor provided access to a number of direct investment opportunities. These included facilitating the collectivisation of 10 Tūwharetoa entities, enabling them to invest as one in the new Te Pūia Tāpapa Direct Investment Fund. We also assisted IWIinvestor clients and other Māori entities invest in a hybrid bond offered to Tūwharetoa Trusts to fund the new SkyWaka Gondola which will open mid-2019 on the Whakapapa ski-field.

 

 

Our Philosophy & Values

Rich relationships and sound economic platforms provide the foundations to strong Māori communities, delivering long-term benefits to social and cultural well-being as well as environmental outcomes. READ MORE. 

Privacy Policy and Terms of Use

Taupō Moana Investments Limited, trading as IWIinvestor is committed to protecting and respecting your privacy. The following terms of use are important. Please read them and contact IWIinvestor ("us", "we", or "our") should you have any questions.

Agreement

By accessing or using the IWIinvestor website you are agreeing to these terms of use, including any changes to these terms of use made from time to time. You must not use or access the website if you do not agree to these terms. Any reference to “information” in these terms of use includes information on this website as well as any information linked from this website.

Privacy policy

IWIinvestor complies with the New Zealand Privacy Act 1993 (“the Act”) when dealing with personal information. Personal information is the information about an identifiable individual (a natural person).

This policy informs you of how we collect, use, disclose and protect personal information we receive from users of our website. This policy does not limit or exclude any rights under the Act. You can view more information about the Act at the Office of the Privacy Commissioner.

How we collect your personal information, and from whom

By using the website, you agree to the collection and use of information in accordance with this policy.

We collect personal information from you when you provide that personal information to us, including via the website and any related service, through any registration or subscription service, through any contact you have with us (e.g. telephone call or email), or when you use our services and products. Information may also be collected by third parties but only where you have authorised this or if the information is available in the public domain.
How we use your personal information

We use your personal information for the following reasons, and for any other purpose authorised by you or the Act:

  • To improve our website
  • To provide services and products to you and to improve the services and products that we provide to you
  • To market our services and products to you, including contacting you electronically for example, by text or email for this purpose
  • To respond to communications from you, including service issues
  • To conduct research and statistical analysis on an anonymised basis
  • To protect and/or enforce any legal rights and interests, including defending any claim.

Who we may disclose your personal information to?

  • Any business that supports our services and products, including any person that hosts or maintains any underlying IT systems/platforms that we use to provide the website or other services and products; this includes a business that supports our services and products which may be located outside of New Zealand and may mean your personal information is held and processed outside of New Zealand
  • A person authorised by the act or another law who can require us to supply your personal information, for example, a regulatory and/or law enforcement agency
  • Other third parties for anonymised statistical information
  • Any other person authorised by you.

How we protect your personal information

To fulfil our privacy commitment, we confirm we will take reasonable steps to keep your personal information safe from loss, unauthorised activity, or other misuse.

You can access and correct your personal information

You are able to request access to your readily retrievable personal information that we hold under the Act, and to request a correction to your personal information.

Before we do this, we will need evidence to confirm your identity, i.e. you are the individual to whom the personal information relates.

Where you ask us to correct your personal information, if we consider the correction is reasonable and we are reasonably able to change the personal information, then we will make the correction. If we do not make the correction, then we will take reasonable steps to note on the personal information that you requested the correction.

Should you wish to exercise the above rights, please feel welcome to contact us at info@iwiinvestor.co.nz. Please include in your email evidence of who you are, and clearly set out the details of your request, for example, the personal information or the correction that you are requesting.

Communications

We may use your personal information to contact you with newsletters, emails and other information such as invitations to special events. You can unsubscribe if you do not wish to receive future communications.

Information only

The purpose of this website is to provide general information only about us and industry insights. We may change or remove the information at any time. The information is provided free of charge and does not constitute financial or other professional advice. The information does not act as an endorsement or recommendation of any kind.

Links to other websites

The IWIinvestor website contains links to other websites of interest. However, once you have used these links and leave the IWIinvestor website, you acknowledge that we do not have any control over those websites. We cannot be responsible for the protection and privacy of any information you may provide while visiting such websites and those websites are not covered by this Privacy Policy.

 

 

 

 

 

 
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