Set and Forget Wealth System | For Busy Kiwis
Let’s help you build a diversified portfolio using InvestNow's 150+ investment options - the same platform used by NZ's smartest investors - and manage it all for you.
No fluff, no hidden commissions, no conflicts of interest.
What makes us different:
100% fee-for-service - We charge 0.75% on portfolios under $350k, dropping to just 0.5% over $350k. That's it. No hidden fees, no kickbacks from fund managers.
We do the work - We don't just provide recommendations; we take responsibility for helping you implement them, handling application forms, restructuring, and finding suitable investments
Transparent as - You can see exactly what you own, what it costs, and how it's performing 24/7 through InvestNow's portal
Built for busy people - Average time commitment? 2 hours upfront, then 30 minutes quarterly. We handle everything else.
Winning happens immediately
Book a free 30-minute "Wealth Reality Check" where we'll:
Show you exactly how much you're losing to high fees with your current setup
Calculate your "Freedom Number" - when you can retire at your current lifestyle
Reveal the three tax strategies most Kiwi high-earners miss (legally save thousands)
Perfect if you:
Earn $190k+ household income
Know you should be doing more with your money but don't have time
Want someone trustworthy handling the details
Are ready to stop letting your money sit idle
Not for you if:
You love spending weekends researching stocks
You're after get-rich-quick schemes
You're happy with your bank's "wealth team" taking their cut.
Ready to sort out your financial future?
We’re only taking 3 new clients this month.
P.S. - The average client saves $4,000+ annually just by switching from commission-based advisers. That's your next holiday paid for.
Led by Amy Eriksen | Your Financial Adviser
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.
Let’s chat. We’re here to make your financial goals happen.
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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.