Welcome to a new era of Wealth Management and Financial Planning by EriksensGlobal.

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We’re doing things differently.

Most financial advisors follow the same playbook, regardless of your wealth goals. We do things better. Find out how.

  • Our team has over a dozen finance professionals who have been managing risk and building wealth for clients for decades. Wealth means different things to different people - so our team meet you where you’re at using our experience and depth of research. We don’t outsource your investment strategy.

  • With decades working on multi-million dollar investment strategies that focus on capital preservation, long-term thinking and sustainable growth - we bring an independent approach by accepting no commissions or fees from fund managers or dealer groups.

  • We build tailored strategies designed to grow and protect your wealth to build a lasting legacy and achieve your long term investing goals.

    Using a secure platform you can view investment performance, approve recommendations and initiate transactions at any time.

Access our Disclosure Documents and Complaints Process - detailed insights into our services

Our Services

Financial Planning

Get detailed cash flow analysis and advice designed to plan for your future goals. We’ll financially model your pathway using our research-backed strategies and dual focus on growth and capital preservation. Learn more.

Wealth Management

For individuals with more than $300k to invest - access robust investment opportunities and advice to build a long lasting legacy. Using a secure platform you can view investment performance, transact and approve recommendations at any time. Learn more.

Meet Amy Eriksen | Your Financial Advisor

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Amy is our lead Financial Advisor and Director at EriksensGlobal with previous experience in corporate investment strategy and in actuarial analysis for both family estates and separating couples. She has advised on multi-million dollar investment strategies for organisations throughout oceania.

Amy served for two years on the Board of a budgeting charity, so is no stranger to both sides of the wealth divide. She combines evidence‑based investing with practical advice across portfolios, cashflow, KiwiSaver, retirement, and property.

By combining her fresh perspective with EriksenGlobals’ 30 years of trusted expertise, Amy is helping to shape a new standard; one where advice is truly independent, transparent, and tailored to your legacy.

Amy listens carefully and strives to add value with each interaction. She cares deeply about meeting your expectations and has access to an exceptional team that can meet your future goals, whatever they are.

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Expertise Capabilities Clients Phone

EriksensGlobal is licensed as a full financial advice provider and registered on the FSPR, FSP40147. Amy Eriksen is authorised to provide financial advice on behalf of EriksensGlobal under its full financial advice provider license. We are members of the Financial Disputes Resolution Service. To learn more about our independence and the types of advice we provide visit our Disclosure Statement. The investment information we provide on our website is for wholesale, eligible investor and general purposes. Our privacy policy is here.