Investment Consulting

  • Risk assessment and objective setting
  • Review of investment strategy and Statement of Investment Policy & Objectives (SIPO) / Investment Policy Statement (IPS)
  • Selection of investment managers
  • Performance monitoring and attribution analysis
  • Market research
  • Governance

Valuation of Superannuation

Usually for the purposes of dividing matrimonial property under the relevant NZ legislation (Property Relationships Act 2002 or Matrimonial Property Act)



Employer Master Trusts

Eriksens have had considerable experience in assisting our corporate customers to select and move to a master trust. Our quarterly survey of NZ master trusts is the only one of its type.


Group Superannuation Schemes

  • Master trust selection & implementation
  • Actuarial valuations
  • Benefit design
  • Communications with members
  • Reversion of surplus
  • Selection of insurer, administrator, master trust


Life Insurance

  • Actuarial valuations
  • Financial projections
  • Premium rates calculation
  • Strategic planning
  • Health insurance
  • Accident compensation


Financial Services Product Development

  • Superannuation
  • Life insurance
  • Health insurance
  • Investment products


Financial Modelling / Projections

  • Demographic
  • Superannuation
  • Discounted cash flow analysis


Legal Actuarial Valuations

  • Matrimonial property
  • Life interests and reversions
  • Loss of earnings


Miscellaneous Valuations

  • Long service leave
  • Gratuities