Eriksen & Associates

Welcome to Eriksen & Associates, a boutique institution offering independent actuarial and investment advice. Established in 1995 by Jonathan Eriksen, our family firm has built a strong reputation for providing sound and cost-effective advice and reporting.

At Eriksen & Associates, we offer a range of services including actuarial valuations, investment strategy and advice, governance, forecasting, and product development. We specialize in superannuation, including KiwiSaver and corporate super schemes, as well as private equity valuations and recommendations.

Our approach is centered around providing our clients with 100% independent advice that is understandable, objective, and fit-for-purpose. We pride ourselves on aligning our advice to client objectives and conducting rigorous due diligence to ensure access to the best-in-market investment approaches. Our expertise in private equity and Australasian actively-managed multi-asset funds sets us apart, and we prioritize our clients' interests over those of investment managers.

Sustainability is a key principle in our philosophy. We believe in managing challenges and risks to meet the needs of the present while ensuring a better future for generations to come. Our team includes specialists in Responsible Investment research, allowing us to meet our clients' objectives while adhering to ESGC investing principles.

We have extensive experience working with iwi and charitable trusts in Aotearoa, religious organizations in New Zealand, and corporates and provident funds in Fiji, Nauru, Tuvalu, Tonga, and Rarotonga. Our track record demonstrates our sensitivity and capability in applying ESGC investing principles.

In addition to our services, we strive to run our firm as sustainably as possible. We offset our travel, compost office waste, and prioritize employee wellbeing through various initiatives. We believe that every effort counts in creating a more sustainable future.

If you are looking for independent, sound, and cost-effective advice and reporting, we would love the opportunity to work with you and help you achieve your long-term ambitions. Contact Eriksen & Associates today and experience the difference of our boutique approach to actuarial and investment advice.