MyFiduciary

What MyFiduciary does

MyFiduciary, operating since 2023 under the brand Māpua Wealth following a 2025 rebranding, is an independent, NZ-owned investment consulting firm headquartered in Auckland with a secondary office in Taupō. The firm provides tailored investment and governance advisory services to wholesale entities across New Zealand, including charitable trusts, Māori and iwi groups, financial advisers, high-net-worth individuals, and fund management firms. Its service scope spans investment governance and policy design, asset allocation, portfolio management, fund manager research, alternative investments, and socially-responsible investing, covering both listed and private sector assets. The firm operates with a small team (1–10 employees) and holds CEFEX certification for investment support services, meeting the highest global fiduciary standards set by the international Centre for Fiduciary Excellence, with voluntary annual audits by independent experts.

The firm's underlying technology is limited to investment governance and portfolio management tooling supporting both listed and private sector assets, and it offers an investor portal (adminis.co.nz) for client access. There is no evidence of proprietary software products, AI/ML capabilities, or named technology platforms; the core deliverable is human-led advisory work. The firm explicitly positions itself as completely impartial with no ties to fund managers and uses its scale to negotiate discounts on investment products that are passed through to clients.

MyFiduciary generates revenue through professional services advisory fees on a quote-based arrangement; pricing is not publicly disclosed. Its go-to-market is sales-led, targeting wholesale investment organisations through direct advisory engagements, with delivery via experienced investment consultants working closely with advice firms, investment committees, boards, foundations, and family trusts. Notable 2025 client wins include the NZ Super Fund, Auckland Future Fund, and i-Select, which materially expand the firm's institutional and government-sector footprint. The firm is privately held, NZ-owned, and funded by operating cash flow rather than external capital, with no disclosed funding rounds, M&A activity, or partnership alliances.

Name

MyFiduciary

Legal name

Māpua Wealth

Website

https://myfiduciary.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

MyFiduciary (now Māpua Wealth) is an independent NZ-owned investment consulting firm providing tailored investment governance, portfolio design, and fund research advisory to wholesale clients across charitable trusts, Māori/iwi groups, financial advisers, HNW individuals, and fund management firms in New Zealand.

Ownership category

akta.pro rank

Product category

Investment Consulting and Fiduciary Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Family Office Trust & Fiduciary Services (FSAEAKAF), Private Client/High-Net-Worth Advisory (FSAEAAAN), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Investment consulting services
• Fiduciary advisory services
• Investment governance consulting
• Portfolio management advisory
• Wholesale investment advice

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Professional investment consulting services providing tailored investment and governance advice to wholesale entities. Services include investment governance, asset allocation, portfolio design, fund research, and alternative investments. Revenue derived from advisory fees for investment support services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

MyFiduciary (operating as Māpua Wealth) is an independent NZ-owned investment consulting firm that delivers tailored investment and governance advice to wholesale entities including charitable trusts, Māori and iwi groups, financial advisers, high-net-worth individuals, and fund management firms. Services span investment governance and policy design, asset allocation, portfolio construction, fund manager research, and alternative investments across both listed and private sector assets, with a strong focus on socially-responsible investing. The firm operates on a quote-based advisory fee model and is CEFEX-certified to the highest global fiduciary standards, with annual voluntary audits by independent experts.

Product overview

MyFiduciary (operated as Māpua Wealth) offers a unified investment consulting service rather than a modular software platform. Their core offering is tailored investment and governance advisory services for wholesale entities, encompassing investment governance and policy design, asset allocation, portfolio management, fund manager research, and alternative investments. They serve charitable trusts, Māori and iwi groups, financial advisers, high-net-worth individuals, and fund management firms. The company positions itself as an independent, impartial consultant with no ties to fund managers, and focuses on socially-responsible investing. Services are delivered through their experienced advisory team rather than through named software products or modules.

Differentiator

Problem solved

Functional benefit

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• JANA Investment Advisers: Australia-headquartered independent investment consulting firm providing investment advice, portfolio construction, and manager research to institutional and not-for-profit clients; directly comparable in model, scale, and target segments to Māpua Wealth.
• Cambridge Associates: Global investment advisory firm serving foundations, endowments, and private clients with long-horizon portfolio advice, manager selection, and governance consulting; closely aligned in services and target segments, especially nonprofit/foundation mandates.
• Jarden: New Zealand wealth advisory and investment firm offering portfolio management and advisory services to HNW, family trusts, and institutional clients; comparable in local market focus, scale, and independent advisory model.

Broad incumbents

• Willis Towers Watson (WTW): Global advisory, broking, and solutions firm with substantial investment consulting capabilities serving superannuation funds and other institutional investors; comparable in mandate type though much broader in scope than Māpua Wealth.
• Aon: Global professional services firm with a large investment consulting practice advising pension funds, endowments, and foundations on governance, asset allocation, and manager selection; broader portfolio but directly competes for similar institutional mandates.
• Russell Investments: Global investment firm offering consulting, implementation, and portfolio management services to institutional clients including endowments and foundations; significant overlap with Māpua Wealth's investment governance and fund research offerings across the ANZ region.
• Mercer: Global investment consulting and advisory firm with established New Zealand operations serving institutional and wholesale clients including trusts and foundations; overlaps with Māpua Wealth across investment governance, asset allocation, and fund manager research mandates.

Emerging players

• Harbour Asset Management: Independent New Zealand investment manager offering funds and bespoke mandates to institutional and wholesale clients; adjacent regional peer with shared focus on independent NZ investment management and growing institutional relationships.
• Pie Funds Management: New Zealand-based boutique investment manager and advisor serving wholesale and advised clients; represents an emerging NZ player with partial overlap in fund research and SRI/mana-aligned investment themes.

Regional players

• Forsyth Barr: New Zealand-headquartered investment advisory and wealth management firm offering research, advisory, and portfolio services to individuals and institutions across NZ; competes in adjacent advisory segments within the same domestic market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/myfiduciary-limited

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 MyFiduciary