We offer strategic investment, actuarial and consulting advice - protecting over $5 billion in assets for growth focused individuals and organisations.
We’re a team of 15 experienced actuaries, investment consultants, analysts, business and finance professionals.
Helping Individuals and Organisations Grow
Trusted services with over 30 years of experience.
Our Clients
We’re proud to support and advise a wide range of organisations. Here’s a small snapshot.
As a full service firm we’re able to meet bespoke operational requirements and needs.
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Local body and government organisations look at their investment portfolios and matching advice to their needs.
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We’ve advised a range of iwi and indigenous groups. We respect their traditions and rich history and take pride in being part of their journey.
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We provide expert services to corporates, that range in size from small family firms to Fortune 500 companies.
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Bespoke advice taking into consideration cash pressures and strong governance requirements - with mission top of mind.
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We understand everyone has different investment requirements. By putting your first, we tailor investment strategy to meet you needs.
Our Services
Investment Research and Strategy
Everyone has unique investment needs. We use the best research and expertise to design bespoke investment strategies for you or your organisation. Services include SIPO reviews and development.
Actuarial Valuation
Using a wide range of expertise, our actuaries effectively calculate risk and help you plan for the future. We’re experts in leave liability and employment benefits, meeting insurance regulations and relationship property valuations. Learn more.
We’re focused on pricing future risk for organisations.
Independent Consulting
With over 30 years of supporting organisations with their investment needs, we offer bespoke consulting on governance, marketing and investment strategy gaps.
Let us partner with you to lend a hand. We’ll bring experience and strategic thinking to help your organisation grow and improve.
Resources and Events
Access the latest information and resources designed to empower you to make the decisions that matter the most.
Our Philosophy
Our team has decades of experience in investing. Our key principles are:
Ethical and objective based approach - no cookie cutter templates.
Long-term focus - capital preservation is key.
Diverse range of assets - minimise risk and giving you access to better investment opportunities.
Enhance returns - appropriate to your risk profile.
We monitor a large universe of investment portfolios. We undertake stringent due diligence to ensure you have access to the best-in-market investment approaches. We also conduct rigorous independent investment reporting and work for you, not the investment managers.
Recent Client Feedback
“EriksensGlobal hit the right note right at the heart of the matter, literally!”
During my recent separation, they provided a sound economic disparity report that made all the difference towards a professionally accurate and thorough actuarial assessment during what was the most vulnerable of financial situations...”
“Compassionate And Objective”
Their whole approach gave me back dignity at my most vulnerable time. Their skills were of a level to deliver a succinct yet thorough assessment with a compassionate and truly objective approach..
