Who we are
Since 2014, The Private Office has been providing clients with comprehensive wealth management services via a consultative client management process, consisting of three areas:
We address issues such as your values and financial goals, portfolio management, estate and tax planning, gifts to family and charity, personal insurance, retirement planning, KiwiSaver, pension transfers etc.
Laetitia is an Authorised Financial Adviser (AFA). Her FSP registration number is FSP356146. Copies of Laetitia's disclosure statements are available on request and free of charge.
Laetitia, who is originally from Belgium, was previously the Honorary Consul of Belgium in Auckland and founder of the successful funds management firm Liontamer. Laetitia is a personal wealth adviser and the founder and CEO of The Private Office. She is married to a New Zealand lawyer and they have two children. She is passionate about helping successful lawyers and immigrants who have been successful in their home countries make smart decisions about their money, creating a secure financial future for themselves and the people they love.
Nick is an Authorised Financial Adviser (AFA). His FSP registration number is FSP306686. Copies of Nick’s disclosure statements are available on request and free of charge.
Nick is a successful, experienced and highly motivated personal wealth adviser who moved to New Zealand from the UK in 2013. Nick’s wife is a New Zealander. They live on Waiheke and they have two young children who are fifth generation residents on the island. He started his career with leading advice firm Chase de Vere in Bath in 2000. Whilst in the UK, Nick was an independent wealth adviser with a particular focus on wealth management for lottery winners and recipients of large personal injury compensation awards. Before joining The Private Office, he was one of the top private wealth advisers at ASB, advising their high net worth individuals.
Patrick is an Authorised Financial Adviser (AFA). His FSP registration number is FSP672331. Copies of Patrick’s disclosure statements are available on request and free of charge.
Patrick is a highly experienced investment professional returning to New Zealand after a decade in the UK. Having worked for some of the world’s largest investment management companies, Patrick brings a wealth of knowledge to The Private Office and is passionate about communicating the principles of successful investing. Whilst in the UK Patrick developed skills as a presenter, regularly speaking at large conferences on a range of investment topics such as investing vs speculating. Patrick returns to New Zealand with his English fiancée to start a new chapter in his career and personal life. Patrick was born and raised in Christchurch and studied at Otago University.
PUTTING OUR HEADS TOGETHER FOR YOU.
We're dynamic, determined and really love what we do. We are here to help you build and manage your wealth and achieve financial independence.
As you can see, our backgrounds are quite different. However, we knew ours would be a winning team upon discovering that we all love to provide inspirational lifetime financial planning through a goals-based approach combined with expert investment management using an academically-proven investment solution.
The Private Office has an external investment committee comprised of four investment experts from Consilium.
Consilium were a 2017 finalist in the AUT Business School Excellence in Business Support Awards and their investment processes have been independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards.