We protect and grow the wealth of clients
Pou Tiaki I Ngā Rawa
Established in 1998, IWIinvestor is a wholly-owned subsidiary of Lake Taupō Forest Trust. IWIinvestor provides quality investment outcomes to clients including individuals, charitable trusts, Māori entities and investment organisations. On their behalf, we now manage circa $200 million providing financial portfolio advice and adminis
tration. Our board have significant experience in financial markets both in New Zealand and offshore. The board of directors includes Debra Birch, Chair; John Bishara, Deputy Chair; Steve Napier; and Nat Vallabh. Based in Taupō, our operation and team of financial advisers is managed by Linda Mastny. Linda began working for Taupō Moana Group (TMG) in 1997 as an Investment Officer. Linda has also attained Financial Adviser (FA) accreditation. Ariana Dais, who joined IWIinvestor in 2009, has completed the New Zealand Certificate in Financial Services. Collectively the management team has over 40 years' experience in the financial services sector and have all been actively involved in the business including providing advice, client servicing, compliance, portfolio administration and monitoring and management. The diversity within the operations team and board ensures we maintain an open mind to new ideas and technology, and we continue to provide a relevant investment experience to our clients. Our team also includes MyFiduciary who we partner with to ensure we deliver high performing, low-cost investment solutions. Through MyFiduciary we also aspire to raise the investment governance knowledge and capability of our clients.
