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

 

About IWIinvestor

 

We strive to protect and grow the wealth of clients.

We are, Pou Tiaki i Ngā Rawa 


Taupō Moana Investments Limited operating under the brand IWIinvestor is licensed by the Financial Markets Authority (FMA) as a Financial Services Provider.

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

IWIinvestor provides market-leading 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 and Gemma Stevens who joined the organisation in 2007, have both 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 of 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.

 

 
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