Independent & Secure Wealth Management

Wealth Management focused on you.

For individuals or families with $300,000 or more to invest, we offer tailored wealth management services. Learn more.

  • As a family business, we believe in building your legacy and securing intergenerational wealth. We’re well-versed in well-designed strategies that grow and protect your wealth.

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

  • EriksensGlobal is a truly independent investment advisor. We retain our independent approach by accepting no commissions or fees from fund managers or dealer groups. This means your goals always come first.

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

Wealth Management Services

Deep Institutional Knowledge

We’re known for our multi-million dollar investment strategies for organisations that focus on long-term thinking and sustainable growth. We deeply understand wealth accumulation - using diverse strategies beyond what traditional financial advisors can offer.

Truly Independent

We retain our independent approach by accepting no commissions or fees from fund managers or dealer groups. As a family first firm, you'll have certainty that the team remains stable and consistent with time.

Secure and Transparent

We use an external FMA approved wealth management platform. You can view investments at any time, approve recommendations and get real-time insights on how you’re tracking. Learn more.

Legacy Building

As a family-first business, we care about intergenerational wealth and making sure any future wealth transfer is carefully managed. We understand the complexity around wealth maintenance and growth.

Amy Eriksen | Your Financial Advisor

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.

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.