EriksensGlobal

What EriksensGlobal does

EriksensGlobal Limited is a New Zealand-based, family-owned independent financial advisory and actuarial consulting firm founded in 1995, with offices in Auckland (headquarters), Wellington, and Sydney. The firm provides financial planning, wealth management, actuarial consulting, and investment consulting services to a diversified client base spanning government and public sector entities, iwi/Māori organisations, charitable trusts, corporates, and private wealth individuals across New Zealand, Australia, and select Pacific Island nations (Fiji, Nauru, Tuvalu, Tonga, Rarotonga). Leadership is concentrated among long-tenured actuaries and investment consultants, headed by Managing Director and Senior Actuary Jonathan Eriksen, alongside partners including Graham Osborn, Colin Downie, Pieter Knox, and investment consulting head Peter Verhaart.

The firm operates a small team of approximately 15-16 professionals and claims oversight on more than NZ$3-5 billion of assets under advice. Service delivery is built around bespoke actuarial modelling, investment consulting mandates, and a Master Trust Survey subscription research product. The retail-facing sub-brand eriksensforMe extends the wealth management capability to mass-affluent clients, supported by an Australian alliance with Barrington/Bancorp.

The revenue model combines tiered wealth management fees (0.75% on funds under NZ$300,000 and 0.50% above that threshold), fixed-fee financial planning (NZ$2,500/year), fixed-fee property investment analysis (NZ$500), hourly actuarial and investment consulting (NZ$350-450/hour), and recurring subscriptions to the quarterly Master Trust Survey. Customer acquisition is primarily relationship-led through partner networks and institutional referrals rather than mass-market channels.

Name

EriksensGlobal

Legal name

EriksensGlobal Limited

Website

https://eriksensglobal.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

EriksensGlobal is a New Zealand family-owned financial advisory and actuarial consulting firm serving government, iwi, corporate, private wealth, and Pacific Island clients across NZ and Australia with wealth management, actuarial, and investment consulting services.

Ownership category

akta.pro rank

Headquarters

HQ city

Takapuna

HQ country

New Zealand

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Financial Planning Fees: Fixed fees for comprehensive financial planning service at $2,500 per year, or hourly rates of $350-$450 depending on advisor experience. Includes initial analysis, draft plan, review meeting, and finalization.
2. Wealth Management Fees: Ongoing wealth management service for clients with $100k+ investable assets. Charges 0.75% per annum for funds under $300k and 0.50% per annum for funds over $300k. Includes rebalancing, monitoring, recommendations and advice.
3. Property Investment Analysis: Fixed fee service at $500 (incl. GST) for comprehensive property investment analysis report including true return calculation, market comparison, forward projection, and buy/hold/sell recommendation.
4. Actuarial and Investment Consulting: Hourly consulting rates for scoping, analysis, and written advice. Implementation fees for account openings, transfers, or execution via platforms/managers charged on fixed or time basis if complex.
5. Master Trust Survey Subscription: Quarterly Master Trust Survey publications available by subscription. Data collated from all NZ master trusts with annualised investment returns after fees and tax.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

EriksensGlobal provides independent, fee-only actuarial and investment consulting services to institutional clients (government, iwi, charities, corporates, education endowments) and, through its retail arm eriksensforMe, to individuals and families. Core offerings include financial planning, wealth management, KiwiSaver and retirement analysis, property investment analysis, investment strategy and monitoring, actuarial services, superannuation advisory, relationship property valuations, and subscription research products (Quarterly Master Trust Surveys and monthly Economic Commentary).

Product overview

EriksensGlobal operates as a financial advisory and actuarial consulting firm with two primary channels: a retail arm (eriksensforMe) serving individuals and families with financial planning and wealth management, and institutional services for organizations. The retail offering includes Wealth Management (for portfolios over $300k), Financial Planning (from $2,500), KiwiSaver & Retirement Analysis, and Property Investment Analysis ($500). Institutional services encompass Investment Strategy and Monitoring, Actuarial Services, Business Consulting, Alternative Assets Advisory, Funds Management Advice, Insurance Consulting, and Superannuation Advice. The firm also produces proprietary research including quarterly Master Trust Surveys (since 1997) and monthly Economic Commentary. The product architecture is fee-only with no commissions, positioning as 100% independent advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Tailored ongoing wealth management service for individuals and families with $100k+ investable assets, featuring rebalancing, monitoring, recommendations and advice through an FMA-approved platform. Charges 0.75% per annum on funds under $300k and 0.50% per annum on funds over $300k.
• Financial Planning Personalized financial planning for individuals covering KiwiSaver analysis, retirement forecasting and cash flow optimization. Delivered at a fixed annual fee of $2,500 (or hourly rates of $350-$450 depending on advisor experience), including initial analysis, draft plan, review meeting and finalization.
• KiwiSaver and Retirement Analysis Evidence-based KiwiSaver advice and retirement planning for individuals, including fund choice review and fee analysis to help clients retire faster and more securely.
• Property Investment Analysis Fixed-fee ($500 incl. GST) comprehensive investment property analysis report covering true return calculation, market comparison, forward projection, and buy/hold/sell recommendation, delivered within 5 business days for individuals and families.
• Investment Strategy and Monitoring Independent investment consulting covering investment strategy development, Statement of Investment Policy and Objectives (SIPO) development, governance frameworks, fund manager oversight, and performance reporting for institutional and private clients.
• Actuarial Services Comprehensive actuarial consulting including relationship property valuations, insurance vehicle setup, employee entitlement calculations, and general/life insurance analysis for corporates, insurers, lawyers and individuals.
• Relationship Property Valuations Independent actuarial valuations for relationship property division under the Property (Relationships) Act 1976, including share, property and complex valuations plus Section 15 economic disparity analysis for Family Court and settlement proceedings.
• Business Consulting Strategic business consulting for SMEs including process improvement, efficiency optimisation and growth planning, delivered to private and listed companies.
• Alternative Assets Advisory Investment advisory on alternative assets including property, private equity and private debt, providing diversification away from listed market volatility for institutional and private clients.
• Funds Management Advice Independent funds management advisory focusing on active manager selection and fund governance for institutional clients.
• Insurance Consulting Insurance consulting for insurers, corporates and groups covering product development, portfolio optimisation, and transition to cost-effective insurance solutions.
• Superannuation Advice Expert superannuation advisory including scheme optimisation, actuarial assumptions review, trust deed analysis, and matrimonial property valuations for superannuation assets.
• Master Trust Surveys (Quarterly Subscription) Quarterly Master Trust Survey publication collating data from all New Zealand master trusts, presenting annualised investment returns after fees and tax. Available by subscription via email sign-up on the website.
• Economic Commentary (Monthly Subscription) Monthly economic commentary providing independent market views based on research across investment managers, politicians, private equity managers and economists, available as PDF downloads.

Quantifiable outcome

• Over $3-5 billion in client assets under advice/management
• +2 more outcomes

Named customers7 records

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Barrington Treasury (Bancorp)coreStrategic or Co-development PartnerStrategic partnership with Barrington and Bancorp in Australia and New Zealand to support clients with Treasury services. Bancorp offers Treasury, actuarial and investment consultancy services. Pieter Knox serves as Director of Barrington Asset Consulting - their Australian alliance.
• Responsible Investment Association Australasia (RIAA)minorStrategic or Co-development PartnerMember of RIAA to propel best practice approach to responsible investment practices. Supports the firm's ESG and sustainable investing capabilities.
• New Zealand Nature FundminorStrategic or Co-development PartnerSupported partner for Auckland Island/ Maukahuka project. Environmental conservation partnership supporting biodiversity initiatives.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Forsyth Barr: NZ-headquartered wealth advisory, investment management, and stockbroking firm serving retail, institutional and corporate clients. Comparable to EriksensGlobal as a trans-Tasman fee-based advisory with KiwiSaver, wealth management and research capabilities.
• Jarden (formerly Craigs Investment Partners): NZ wealth advisory and investment house with private wealth, KiwiSaver, institutional research and capital markets businesses. Directly comparable in target clients (private wealth and corporates) and full-service advisory model.
• Milford Asset Management: NZ-based investment manager and KiwiSaver provider offering active funds to retail and institutional clients. Comparable in NZ active-management positioning, KiwiSaver focus, and trans-Tasman institutional reach.
• Fisher Funds: NZ KiwiSaver and investment management firm offering managed funds and KiwiSaver schemes to retail and institutional clients. Comparable as an independent NZ active manager competing for the same KiwiSaver and private wealth wallet.
• Booster Financial Services: NZ-owned KiwiSaver, investment and superannuation specialist with strong institutional and retail channels. Comparable in independent NZ ownership, KiwiSaver-centric product set and focus on financial advisers supporting employer schemes.

Broad incumbents

• Russell Investments: Global investment consulting and OCIO firm serving institutional and advised retail clients with multi-asset solutions and manager research. Comparable to EriksensGlobal's institutional investment consulting and SIPO/governance work, though at much larger global scale.
• Mercer (Marsh McLennan): Global investment consulting, wealth and superannuation advisory firm serving institutional clients including endowments, corporates and government. Overlaps with EriksensGlobal on institutional investment consulting, superannuation advice and KiwiSaver-style mandates at much larger scale.
• Aon Wealth Solutions: Global advisory firm offering investment consulting, actuarial services and wealth management to institutions and high-net-worth individuals. Directly comparable on actuarial and investment consulting mandates for trustees, corporates and government.
• WTW (Willis Towers Watson): Global advisory, broking and actuarial firm with deep pension and investment consulting practices. ErikensGlobal's senior actuary Colin Downie previously spent 19+ years at WTW, indicating comparable DNA in DB pension advice and institutional investment consulting.

Regional players

• Generate KiwiSaver: NZ specialist KiwiSaver and managed funds provider offering low-cost schemes to retail and employer clients. Comparable as a NZ independent competitor for KiwiSaver advice and asset gathering.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/EriksensGlobal
• LinkedInlinkedin.com/company/eriksens-global

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EriksensGlobal