Eriksens currently advises on more than $2 billion of client assets. We provide impartial actuarial and investment consulting in a world of bias and conflict. We work with organisations, iwi, professionals and families to grow and protect the assets that matter. Our diverse team ensures expert guidance is available wherever you are, and wherever your interests lie. We don’t outsource strategy or advice to AI models. We take responsibility and partner with you. Read on to learn more, or get started today.
New Zealand's largest independent investment and actuarial consultancy. For over thirty years, we've put our clients’ results first. No exceptions.
We bring investment advice, good governance, rigorous actuarial expertise, and original research to corporates and individuals alike. Our people work remotely and from our offices in Auckland, Wellington, and Sydney.
Who We Serve
Institutional Clients
Your board needs independent investment advice free from product conflicts. We provide fiduciary-grade research, SIPO development, and fund manager oversight for organisations managing funds that matter, from government entities to iwi groups with multi-generational mandates. Our team have decades of experience in governance and investing. We work to your goals.
Private Wealth
Whether you're planning retirement, navigating divorce, divesting from investment property, or building generational wealth, you need advice that puts your interests first - not a commission. Our research-led approach grows billions in low volatility strategies. We provide independent and efficient financial planning and wealth management to reduce portfolio risk and improve your returns.
Professional Services
When you need independent, reliable analysis of figures, an actuary is who you call. For relationship property valuations that stand up in Family Court or leave liability calculations that satisfy auditors, precision and experience matters. Our qualified actuaries deliver legally defensible reports for lawyers, insurers, individuals and organisations worldwide.
More than $3b under advice
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Centuries of Expertise
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3 Regional Offices
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15+ Experts
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Aligned with Your Goals
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Low Volatility Specialists
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Fully Independent
More than $3b under advice ・ Centuries of Expertise ・ 3 Regional Offices ・ 15+ Experts ・ Aligned with Your Goals ・ Low Volatility Specialists ・ Fully Independent
Why Independence Matters
We believe that the best investment advice is objective, evidence-based, and entirely free from product-provider influence.
EriksensGlobal stands for:
Fee-only model, no commissions, brokerage incentives, or ‘exclusive’ partnerships
Objective-based advice, not a cookie cutter template to a ‘market benchmark’
Intergenerational focus where capital preservation is key, minimising ‘sequencing risk’
Actuarial rigour over trends. Performance over decades, not just quarters
Family owned not bank owned, not fund manager owned, not private equity owned
Our team has decades of experience in investing. We know what makes an investment opportunity a winner, which investment opportunities should make you run for the hills, and everything in between. Time and experience is on our side - let it be on yours, too.
Trusted by Clients Around the Globe
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We work with a number of councils and governments to provide investment advice. We help reduce the burden on rate payers, cover pension liabilities and improve investment outcomes.
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We advise a range of iwi and understand how to apply kaitiakitanga principles in investing and beyond. We help iwi make the most of tax advantages and treaty settlements so that their portfolios benefit all members.
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We provide expert services to corporates, that range in size from small family firms to Fortune 500 companies. We work with ever changing management goals and personnel to ensure liabilities are covered and fiduciary responsibilities are met.
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Bespoke advice taking into consideration cash pressures and strong governance requirements - with mission top of mind. We align portfolios with purpose and scrutinise impact investments to ensure return goals are met, with financial and non-financial metrics.
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Not every person has the time and expertise to optimise and efficiently manage their portfolio. Many individuals and families need bespoke financial plans. Eriksens puts their experience and market insights to work by providing financial planning and private wealth management for portfolios over $100,000. We work to our client’s personal goals and objectives, whether financial or otherwise, with no brokerage or commission chasing.
In Their Words
“My finances are working well for me led by your expertise – thank you.”
“EriksensGlobal hit the right note right at the heart of the matter, literally!”
Past Actuarial Valuation Client
“We finally talked about our Kiwisaver balances at lunch. The session really unlocked investing for us!”
“Yes, we’re clearly earning higher returns now because of the [Eriksens] strategy. I’m happy to let the portfolio run.”
“When the markets were down by 20%, I can’t believe we were up by 2%. Thanks for the ongoing advice.”
“This was way more fun than talking to my accountant.”
“I refer people to Eriksens all the time. [Organisation name] wouldn’t be where it is today without this investment advice.”
“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.”
Relationship Property Client
“Almost 10 years ago we started investing in [investment product] because of your [Eriksens] advice and we have had double digit returns to date. The board is happy with the strategy and performance.”
“You’re [Eriksens] the only independent investment advice firm in New Zealand with enough experience to give good advice.”
Five Decades of Independent Fiduciary Excellence
In 1975 John Eriksen and his son Jonathan started working together as consulting actuaries. 50 years later, the Eriksens name has grown from a boutique actuarial shop into a leading trans-Tasman wealth consultancy with several billion in assets under advice and management.
With offices in Auckland, Wellington, and Sydney, we remain family-owned and fiercely independent - providing the same pragmatic, evidence-based advice that defined our first five decades, and with John Eriksen’s grand daughter now serving as one of our Directors.
Our team is diverse and growing with more than a dozen expert team members. Our actuaries, engineers, mathematicians, professional investors and financial advisers continue to provide the objective analysis required to navigate complex global markets for our clients.
Meet the Team
Resources and Insights
Access the latest information and resources designed to empower you to make the decisions that matter the most.
