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Investment Property to Portfolio: Strategic Wealth Transition in-person FREE Brunch Workshop
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Meet Amy Eriksen | Your Host
Amy is our lead Financial Advisor and Director at Eriksens 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.
You’re In Good Hands
“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..
