What We Do

Collins Group Private Wealth Management has been advising on wealth management for over twenty years. Our main focus is on protecting your wealth first and it's only once we have achieved that goal that we seek growth.

Losses are never fun and recovery takes time.

We pride ourselves on being able to talk in regular language - not investment jargon. But if you like investment talk, we're up for that as well!

We offer wealth management services, including investment and asset protection through family trusts, to individuals, couples and trusts. We follow a rigorous process to evaluate a client's goals and uses for their money and then design a program to service it. This is called 'goal-based advice', a term you'll hear quite often around our office. We don't sell product but we do offer advice on how to get the most from your money.

Although we've got a strong history, we've also got a modern approach to reaching clients.

Our commitment to clients

We believe in:

Honesty and transparency in all our dealings.

Our fiduciary duty to all clients.

Accountability.

No commissions, just fees for service.

Clear, unambiguous communications.

Fair treatment, whatever the size of your portfolio.

Investment Principles

So what are our key investment principles?

look after your wealth

Our top priority is the preservation of your wealth. We know how long and hard it can be growing your savings and the losses felt by many investors over the last few years have been harsh.

Diversify

But we do this only after we've checked with you about when you're going to need to spend your money. Remember that phrase - 'needs based advice'? We make sure your money is available as and when you need it

Actively manage your portfolio

Yes, you'll hear from us regularly and update your investments as your needs change. Behind the scenes our portfolio managers are some of the most active in the business and they specialise in preserving, managing and growing your money.

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Trust Management Service

Wealth preservation ofen involves using a family trust to ensure protection from relationship problems, business, or inheritance issues and many other unknown events which may impact on your family's wealth. Or maybe you want to make sure that your families education and health requirements are met. Collins Group's Trust Management Service is highly experienced and respected and can provide the solutions you may be seeking

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Our Experienced Staff

Experienced and focus are the hallmarks of our team.

Brian Chapman

Financial Adviser

Brian has worked as a financial adviser since 1997, which has included managing the Lower Hutt and Kapiti offices. He now works out of the Wellington office. During this time he has built strong relationships with a loyal client base.

He spent over 23 years in the banking and foreign currency industry to management level, giving him a broad background across the financial services industry.

Brian’s career has been client focussed and he enjoys working with clients to define their financial and lifestyle goals and then developing a financial plan to achieve them. He meets with his clients at least annually to review their plans.

Brian and his wife Lynley have three adult children, and four grand-children. He is an avid arm chair cricket and rugby follower, a keen reader, and walks for exercise and relaxation.

Brian has the National Certificate in Financial Services (Financial Advice) (Level 5). He registered by the Financial Markets Authority to provide financial advice and investment planning services.

Terry Collins

Company Principal and Financial Adviser

Terry is the principal of Collins Group Private Wealth Management having commenced the practice in 1992. His long involvement in investment and financial planning circles stems from a keen interest in investment psychology and strategy. Rational thinking is an uncommon trait in investors and Terry enjoys challenging your thinking and plans and getting you to look at your life goals with fresh insight.

Terry undertakes a lengthy list of interests outside of business involving his family, art collecting, travel, motorsport in various forms and writing. Terry is not a great spectator so his motorsport is "hands-on" and has seen him offroad in his Jeep, managing his own New Zealand V8 race car team, and latterly his grandson's go-karting endeavours.

Terry is registered with the Financial Markets Authority (FMA) to provide financial advice, investment management services, and investment planning services. He is bound by the Code of Conduct for Financial Advisers. Terry has the National Certificate in Financial Services (Financial Advice) Level 5.