PHWealth

17/04/2026

Today we’ve announced an agreement for Craigs to acquire Dunedin-based financial planning and wealth management firm Polson Higgs Wealth Management Limited (phwealth).

Craigs CEO Simon Tong says PHWealth brings strong capability and experience in financial planning, delivered by a talented and motivated team.

“Ultimately, this agreement will bring the best of both firms together to offer a broader range of financial planning and wealth management services,” he says.

phwealth CEO Rhodes Donald says Craigs adds the national scale and global reach required to develop the business. “We couldn’t have asked for a better fit.”

🔗 Read the full announcement: https://craigsip.com/news/craigs-acquires-polson-higgs-wealth-management

27/05/2025

On Thursday night, Shiree and Unicia from our phwealth Christchurch team hosted an incredible client engagement event.

A huge thank you to Rico Gomez from Neurofit for sharing his powerful insights on how mental clarity can transform our decision-making. One key takeaway that resonated with many was - we all have the power to turn a bad day around before it creates a mental mess.

It was fantastic to connect with everyone who joined us, and we trust you left with practical tools to clear the clutter and approach life – and financial decisions – with clarity.

Thank you again for your time, and we look forward to connecting with you at our upcoming events!

08/05/2025

We are very happy to announce that Paul Wilson has been promoted to a Financial Adviser role with phwealth, after success with recent exams.

Paul embodies the values of phwealth, and he contributes breadth and depth to the phwealth team. He has all the traits necessary to making a very successful financial adviser.

Congratulations Paul, we wish you every success in your new role.

05/03/2025

As we celebrate International Women’s Day on March 8th, we celebrate the incredible achievements of women in every sphere: business, science, politics, and beyond.

As we honour these trailblazers, we'd like to highlight the critical importance of financial literacy and planning for women. Shiree Hembrow has an insightful feature on this vital topic in Metropol Magazine. Don’t miss out on her valuable perspective.

As we celebrate International Women’s Day on 8 March, we honour the achievements of women in business, science, politics, and beyond. This is also a call to action because financial security shouldn’t be a luxury, it should be a right. Financial advisor Shiree Hembrow, of phwealth says that desp...

25/09/2024

Earlier this month our advisers attended the 2024 Consilium Partner Firm Conference in Christchurch. A great opportunity for our team of advisers to learn and connect with other advisers from around New Zealand.

25/07/2024

Our Dunedin team thoroughly enjoyed hosting some of our clients at Olveston House earlier this month. Very fitting being that phwealth is a proud sponsor of the Embroidery Conference 2024 in Dunedin.

03/07/2024

An unforgettable evening for a great cause.

Our Christchurch team had an amazing time attending a heartwarming fundraising event for the Ranui House and Bone Marrow Cancer Trust. This was for much needed funds to support families travelling to Christchurch for life-saving medical treatment. The evening was filled with delicious food created by seven of Christchurch’s top award-winning chefs, who generously donated their time and expertise to create a spectacular five-course degustation menu.

We are honoured to support the vital work and to be part of such a wonderful community effort.

Ranui House

21/05/2024

We had a fantastic time at our client appreciation event on Saturday evening! Our Christchurch team loved spending time with everyone and enjoying the captivating performance of the Best Exotic Marigold Hotel. The play was hilarious, the pre-event treats were delicious, and the company was delightful.

11/04/2024

***Meet Dylan, our Chief Wellbeing Officer***

Dylan isn’t your average office pup; he’s the heart and soul of our Christchurch financial planning team. With a keen eye for attention and a knack for finding the best sunny spots for napping, Dylan brings a unique charm to our team.

His title isn’t just for show. As Chief Wellbeing Officer, Dylan ensures that every client meeting is filled with smiles and tail wags. His expertise lies in building connections and fostering a warm, inviting atmosphere in our office. When he's not networking (sniffing) around the office, Dylan enjoys sampling the occasional treat, and reminding us to take breaks for some much-needed playtime and work-life balance. He inspires us to chase our goals with unbridled enthusiasm. Next time you visit our office, don’t be surprised if Dylan greets you with a friendly woof and a pawshake!

20/12/2023

As 2023 is coming to a close, here are a couple of our special moments at phwealth.

From all of us at phwealth, we wish you a happy Christmas and prosperous year ahead.