EriksensGlobal

Welcome to EriksensGlobal, a leading establishment in the finance industry located at Takapuna Beach, Burns Avenue, 2 in New Zealand. Founded in 1995 by Jonathan Eriksen, EriksensGlobal is a boutique and independent institution offering expert actuarial and investment advice.

As a family firm, EriksensGlobal has built a strong reputation for providing independent, sound, and cost-effective advice and reporting. Our values are the foundation of our success, and we are committed to delivering 100% independent advice that is understandable, objective, and fit-for-purpose.

At EriksensGlobal, we offer a wide range of services including actuarial valuations, investment strategy and advice, governance, forecasting, and product development. Our expertise lies in superannuation, including KiwiSaver and corporate super schemes, as well as private equity valuations and recommendations.

When it comes to advising on client investments, we have a sustainable and pragmatic philosophy. We align our advice to client objectives and conduct rigorous due diligence to ensure access to the best-in-market investment approaches. Our exceptional expertise in private equity and Australasian actively-managed multi-asset funds sets us apart from the competition. Furthermore, we prioritize independent Responsible Investment reporting, working solely for our clients' interests rather than the investment managers'.

Sustainability is at the core of our approach. We believe in managing challenges and risks to meet the present needs while ensuring a better future for generations to come. Our team includes specialists in Responsible Investment research, ensuring that our clients' objectives align with sustainable practices.

EriksensGlobal has a proven track record of working with various organizations, including iwi and charitable trusts in Aotearoa, religious organizations in New Zealand, and corporates and provident funds in Fiji, Nauru, Tuvalu, Tonga, and Rarotonga. Our experience demonstrates our sensitivity and capability in applying ESGC (Environmental, Social, and Governance Criteria) investing principles.

In addition to our professional services, we are committed to running our firm sustainably. We offset our travel, compost office waste, and implement wellbeing initiatives. We believe that every effort counts in creating a better future for our clients and the environment.

If you are looking for independent and expert financial advice that aligns with your long-term ambitions, we would be delighted to work with you. Contact EriksensGlobal today and let us help you achieve your financial goals.