Nick Crawford

Nick is a Financial Adviser. His FSP registration number is FSP306686.

Nick is a successful, experienced and highly motivated personal wealth adviser who moved to New Zealand from the UK in 2013. 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.

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.

Laetitia Peterson

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 the Founder of The Private Office. 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. 

She is married to a New Zealand lawyer and they have two children.

Cindy Ip

Cindy is the Chief Operating Officer and is passionate about providing excellent service to our clients.

Cindy joined The Private Office after 10 years with Link Market Services in Auckland where she was a senior registrar responsible for maintaining the share registers for Exchange Traded Funds. She also worked in financial services administration roles in Hong Kong, for firms such as Merrill Lynch and Black Rock. Cindy was born and raised in New Zealand. She completed a Bachelor of Science, majoring in Psychology, at Auckland University.

Cindy is married and they have a delightful young son.

Dan Weale

Dan is a Financial Adviser. His FSP registration number is 546267.

Before moving to New Zealand in 2016, Dan spent 12 years in London providing comprehensive financial and investment advice to a broad range of high-net-worth clients. He holds a degree in Financial Economics and later achieved the Chartered Institute for Securities and Investment’s Master’s in Wealth Management.

As the Senior Client Director at TPO, Dan specialises in working with clients in the technology sector, helping them build diversified investment portfolios with clarity and control over their long-term retirement plans. Having emigrated to New Zealand himself, Dan is also well-versed in advising others making the same move — particularly those relocating via the Investor Visa (‘Golden Visa’) route.

Originally from a small village in West Sussex, Dan now lives in Kumeu with his Kiwi wife, Jess. They enjoy exploring the West Coast beaches and occasionally sampling the local vineyards.

Claudia Williams

Claudia is a Financial Adviser. Her FSP registration number is 1006690.

Claudia has extensive experience across the finance sector in New Zealand and Australia. She holds a Bachelor of Business degree majoring in Accounting and Finance from Massey University. 

While pursuing her education,  Claudia also competed on the international world tennis circuit where she was ranked the number two female tennis player in New Zealand.

Outside of her professional life, Claudia enjoys keeping active on the tennis court and golf course as well as spending time with friends and family.

Sharmin Charania

Sharmin is originally from India and has been residing in New Zealand for the past 15 years. With two young children, Sharmin balances her personal and professional life with grace and determination.

Sharmin has a diverse background in the financial services industry across various sectors, including share registry, investment banking and insurance.

Sharmin values meaningful connections and cherishes spending quality time with family and friends.