
Episode #21
Wealth in New Zealand: How High-Net-Worth Clients Think About Property, Investment and Long-Term Wealth Creation
How do New Zealand's wealthiest individuals think about building, protecting and transferring wealth? In this episode of The Better Podcast , Jen Baird sits down with a leading wealth management expert to explore how high-net-worth clients approach property, investment and long-term wealth creation. Together, they unpack the role property plays within a broader wealth strategy, examining how affluent New Zealanders balance residential and commercial property with equities, private investments and offshore opportunities. The conversation also explores the changing wealth landscape, current investor sentiment, and how global economic conditions are influencing decision-making among sophisticated investors. Drawing on extensive experience working with wealthy clients, our guest shares insights into how high-net-worth individuals evaluate opportunities, select trusted advisors and build long-term professional relationships. They discuss the common mistakes investors make, the risks of over-concentration, and why understanding a client's broader financial goals is critical when helping them make important decisions. For real estate agents, this episode offers practical guidance on how to better understand affluent clients, create value beyond the transaction and position themselves as a trusted part of a client's wider advisory network. This is a thought-provoking conversation about wealth, trust, relationships and strategic thinking, packed with insights for agents who want to better understand the people they serve and build deeper client relationships. Important Disclaimer: The views and opinions expressed in this podcast represent the personal views of the speaker and not necessarily those of Pāua Wealth Management. The information is intended for educational and informational purposes only and does not constitute financial advice. Before acting on any information discussed, listeners should consider whether it is appropriate for their particular circumstances and seek professional advice where necessary. Before making any financial decisions, you should consult a financial advice provider. Disclosure information relating to Pāua Wealth Management Limited can be viewed at Paua-Wealth-Disclosure-Statement-1.pdf.






