IWIinvestor is New Zealand’s leading Māori-owned investment and financial advisory service.
We protect and grow the wealth of clients
Ngā Rawa i
Ko te waka o IWIinvestor tēnei e tuku mihi ki a koutou
I tēra ka tere whakamua tātou kia tau tika ngā wawata
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 Advice Provider (FAP) licensed and regulated by the Financial Markets Authority to provide financial advice. We also hold a Discretionary Investment Management Services (DIMS) licence granted by the FMA.
Established in 1998, 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 circa $200 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
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
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 opened in mid-2019 on the Whakapapa ski-field.