What we do
We welcome the opportunity to support entities on their investment journey. Our team is dedicated to developing stronger, inter-generational investment capability amongst our clients to support Māori entities to grow, prosper and thrive.
Our experienced investment team provide a range of kaupapa Māori investment services – Tumu Herenga Waka[1].
We support entities to build a clear growth strategy that strikes a balance between sustainable financial returns; and social and cultural aspirations. We partner with clients for the long haul, working together through a kaupapa Māori framework, Tumu Herenga Waka, to develop innovative investment solutions.
Tumu Herenga Waka
Our investment team offers a comprehensive investment process to support our clients to achieve sustainable growth.
Tumu Herenga Waka Tahi – Foundation, Structure, Knowledge
Strategic Planning – we develop envisioning strategies to map your desired future into clearly defined goals and critical success factors
Governance & Organisational Structure Review – we advise you on effective and efficient structures and roles to support your decision-making processes
Education – we arm your governance teams with investment knowledge and capabilities through tailored workshops
Tumu Herenga Waka Rua – Direction, Policy, Process
Review of Total Assets & Reporting Framework – we review your total assets and investments and offer centralised reporting systems on quarterly performance, attribution & benchmarking.
Statement of Investment Policy and Objectives (SIPO) & Investment Strategy – we develop your investment policy, setting out the investment governance and management framework across all existing and future financial investments
Investment Impact Matrix – we specialise in kaupapa Māori investment decision-making tools to support your commercial and non-commercial considerations to ensure the longevity and sustainability of your investment decisions.
Tumu Herenga Waka Toru – Advice and Execution
Investment Portfolio Advice & Implementation – we provide you tailored portfolio investment solutions, advice, fund management and monitoring of investments, portfolio administration & reporting. A transparent fees model with full fee transparency across advisory, custodian and underlying manager charges.
Direct Investment Opportunities – we provide independent analysis and due diligence on direct investment opportunities
Contact Us – Ki te hoe!
Glenn Hawkins
Partner – GHA
Tel: +64 7 348 3599
Mob: +64 27 291 3302
Brook Taurua Grant
Management Consultant – Investment Services
Tel: +64 7 348 3599
Mob: +64 21 682 440
Brigette Arnold
Management Consultant – Investment Services
Authorised Financial Adviser (AFA)
Tel: +64 7 348 3599
Mob: +64 21 393 523
[1] A tumu herenga waka is a mooring/support post for canoes.
