About Us / Our People
Diversified Investment Strategies Limited is a New Zealand owned company established in 1994 to provide professional investment management and financial advice.
Diversified Wealth Management Limited was formed in 2007 for the purpose of offering Portfolio Investment Entities (PIE funds). These funds provide a necessary service to investors by way of minimising tax liabilities and assisting with providing a more efficient means of investing both from a tax viewpoint and performance.
Diversified also assists with investment plans for charities and superannuation schemes including the Law Retirement Plan and the Law Retirement KiwiSaver Scheme.
Our People – click on our names to view our profiles
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| Norman Stacey Director/Investment Analyst |
Vicki Watson Director/Financial Adviser (AFA) |
Jessica Lawrence |
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Philip Armstrong |
Patricia Oram Accounts Administrator |
Advisory Board
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| Brian Roulston Advisory Board |
Barbara Brookfield Advisory Board |
Alan Chisholm Advisory Board |
