Private & Family

Our Experience with Families

We have worked with a number of families and individuals to manage their personal wealth. This includes providing independent wholesale ($1m+) investment advice to manage wealth and long term planning.

We also specialise in matrimonial actuarial valuations, especially for superannuation and retirement savings.

 
Talk to us about your Family Investments
Talk to us about a Matrimonial Valuation
 

Our Team

Featured
Jonathan Eriksen
Jonathan Eriksen

Learn more about our Managing Director and Senior Actuary, Jonathan Eriksen.

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Amy Eriksen
Amy Eriksen

Learn more about our Director, Consultant and Finance Manager, Amy Eriksen.

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Peter Verhaart
Peter Verhaart

Learn more about Peter Verhaart, an investment consultant and financial planner at EriksensGlobal Limited.

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Addie Muir
Addie Muir

Learn more about our Investment Consultant, Addie Muir.

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Colin Downie
Colin Downie

Learn more about our Senior Actuary and Investment Consultant Colin Downie.

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Rosanna Ede
Rosanna Ede

Learn more about our Operations Manager and Actuarial Analyst, Rosanna Ede.

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Aslan Juas
Aslan Juas

Learn more about our Director, Consultant and Finance Manager, Aslan Juas.

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Tal Rabinowitz-Blank
Tal Rabinowitz-Blank

Learn more about our Project Administrator and Investment Consultant. Tal Rabinowitz-Blank.

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Andrew Simmons
Andrew Simmons

Learn more about our Analyst, Andrew Simmons.

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Pieter Knox
Pieter Knox

Learn more about our Actuary, Data Scientist and Investment Consultant, Pieter Knox.

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