Proven Portfolio Management Strategies for Maximising Wealth

At Somerset Smith Partners we believe that growing wealth requires nurturing of our clients by professional financial advisers, utilising proven portfolio strategies.

Successful portfolio growth comes from taking a long term view of the investment landscape and ensuring steady returns on your savings and investments.

Our financial advisers are all AFA’s and NZX Advisers.

Managing and Growing Wealth for Future Generations

While building wealth is important, the maintenance of wealth for investors and their families is vital.

Many issues need to be taken into consideration when planning for yours and your future generations financial security.

Our wealth managers are authorised AFA’s and accredited NZX Advisers, and can advise on the best structure and strategies for your investments in the years ahead.

Providing Investment Advice Since 1934

Somerset Smith Partners was established in 1934 by William Somerset Smith, and as such, ranks amongst the oldest firms in New Zealand to have specialised in providing share broking and investment services.

Our traditional approach is based upon our experience, expertise and sound judgement and our success is measured by our longevity and the many years of service to our loyal client base.