Welcome to a new era of Wealth Management and Financial Planning by EriksensGlobal.
We’re doing things differently.
Most financial advisors follow the same playbook, regardless of your wealth goals. We do things better. Find out how.
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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.
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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.
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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 $100k 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 Our Advisers
Our team includes multiple authorised financial advisers, each with deep experience in wealth management, retirement planning, and investment strategy. Meet the advisers you’ll work with.
Amy Eriksen – Lead Financial Adviser & Director
Amy is our lead Financial Adviser 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.
Gail Rotherham - Financial Adviser
With more than 10 years’ experience across business development, communications, fundraising and stakeholder engagement, Gail brings a strong relationship-led approach to financial advice, alongside her expertise in investment and wealth management.
Gail works with individuals, families and not-for-profit organisations, helping them make informed investment decisions across areas including KiwiSaver, retirement planning and investment portfolios. Her experience in the not-for-profit sector also includes capital raising and fundraising, giving her a practical understanding of the challenges organisations face in building sustainable financial resources.
Gail believes good advice starts with listening because only through listening to the client's needs can we, as financial advisers, identify a client's blind spots. She takes the time to understand what matters to each client, combining practical, personalised advice with EriksensGlobal’s independent investment expertise to help clients make confident decisions about their financial future.
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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.