Ambitious Growth Plan of Successful Maori-owned Investment Firm to be Unveiled at Free Launch Events
Taupō Moana Group, a leading Māori-owned investment firm, is about to embark on an ambitious plan to change financial habits and improve the wealth of ordinary New Zealanders. The 16 year old firm, with over $250 million under management, will unveil its plan at cocktail and launch functions held in Wellington on Tuesday 26 June, and in Auckland on 28 June 2012.
Part of Taupō Moana Group’s strategy is a change of the company’s name to Iwi Investor. And, along with the new name is a bigger vision the company’s executives have for its clients. “For the last sixteen years we’ve been successful in growing the wealth and improving return on investment for a variety of Māori organisations, iwi and hapū,” says Temuera Hall, Managing Director of Taupō Moana Group. “Now our mission is much bigger and bolder in that we want to grow the wealth of ordinary, everyday Kiwis.”
As well as providing services to institutional clients, the rebranded Iwi Investor will expand into the retail sector by offering a range of wealth education services and investment products to individuals and whānau / families. One such product is the Iwi Investor KiwiSaver Scheme, which is the first KiwiSaver scheme to be developed and offered to the public by a 100% Māori-owned financial institution.
“It has taken us over 18 months to bring our Iwi Investor KiwiSaver product to market,” says Hall. “But, from a compliance perspective, it was important for us to do things properly.” Hall, who is one of a handful of Māori who hold the designation of Authorised Financial Advisor, also adds that “being able to offer a KiwiSaver product adds important credibi1ilty to the firm and lets people know how committed we are to helping our clients.”
The venue for the Wellington function is Te Raukara – Wharewaka, Odlins Square, Taranaki Street Wharf, while the Auckland event will be held in the Limelight Room at the Aotea Centre, 50 Mayoral Drive, Auckland CBD. Time for both events is 6.30pm-8.00pm. Admission is free but is available on a registration basis only. To register for either event, call Ariana or Gemma on 07 378 7644. Or email firstname.lastname@example.org
About Taupō Moana Group:
Taupō Moana Group was established in 1996 and provides investment advisory services to Māori-organisations, iwi and hapū. More information can be viewed by visiting our website.
For more information contact:
M 021 721 857
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