Our Services

Highgate Partners offers a comprehensive financial planning and investment service to New Zealanders who want to create a secure financial future.

We serve clients throughout New Zealand.

Portfolio Management & Financial Planning

Our process will help you put your whole financial house in order and we’ll keep it that way by carrying out regular reviews and adjusting your portfolio when needed.

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Classic Investment Portfolios & Returns

We use nine classic investment portfolios that are tailored to different levels of market risk exposure.

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KiwiSaver Advice

KiwiSaver advice is an increasingly important part of retirement income planning

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UK Pension Transfers

Highgate Partners has expertise in UK pension transfers and can help you transfer your UK pension to New Zealand.

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Socially Responsible Investing

In addition to our classic investment portfolios, we offer clients the option to invest in a range of Socially Responsible Investment (SRI) portfolios.

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Planned Charitable Giving

Charitable giving made easy through our relationship with The Gift Trust

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Need professional financial advice?

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Our Services

Portfolio Management & Financial Planning

Classic Investment Portfolios & Returns

KiwiSaver Advice

UK Pension Transfers

Socially Responsible Investing

Planned Charitable Giving

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