About Us

NEWTON ROSS provides independent investment advice and portfolio management for higher net wealth investors.  We are a registered Financial Services Provider (FSP#8141).

Our core attributes are:

  • True 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.

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Our Services

NEWTON ROSS is a completely independent advisory firm.  We are not an issuer of investments.  Our advice is unbiased and fee based only.

We provide  three  key services:

  • Investment Planning for Private Clients
  • Investment Management undertaken by our investment arm NZ DIMS
  • Asset Consulting for Charitable Trusts, Iwi and Institutions

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