About Us

NEWTON ROSS provides independent investment planning and ongoing financial advice services to higher net wealth investors, charitable trusts and corporate investors.  NEWTON ROSS is licenced by the Financial Markets Authority as a Financial Advice Provider (FSP#8141).

Our core attributes are:

  • Independence and Objectivity
  • Personal Focus
  • Inherently Conservative
  • Excellent Investment Track Record

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Our Clients

Our clients are typically higher net wealth investors comprising:

  • Individuals & Families
  • Charitable Trusts
  • Iwi
  • Companies
  • Superannuation Funds 

Our focus is primarily on wealth preservation with a sufficient return to provide real growth of client assets after inflation.

The firm has a limited client to adviser ratio ensuring a high level of personal contact and portfolio care.

Our Services

NEWTON ROSS is an independent financial advice services firm. 

NZ DIMS is our licenced discretionary investment management services firm which undertakes the investment management of any client investment strategies.  

We are not an issuer of investments or financial products and we are fee based only.

We provide  three  key services:

  • Investment Planning and ongoing financial advice
  • Investment management undertaken by our investment arm NZ DIMS
  • Asset consulting for Charitable Trusts, Iwi and Institutions





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