Our Family Office is a solutions-oriented service for our discerning High Net Worth clients.
The Cook Islands is recognised as the gold standard for asset protection.
Our Family Office is a solutions-oriented service for our discerning High Net Worth clients.
The Cook Islands is recognised as the gold standard for asset protection.
Now based in Auckland, New Zealand he has established Ora Partners New Zealand, an advisory and consultancy services company, strategically placed to take advantage of the superior opportunities presented in a safe business haven such as New Zealand. To that end, Puai has pulled together a team of proven professionals who specialise in diverse areas, including law, investment, tax, and emerging and disruptive technologies.
Ora Partners New Zealand is well placed to assist high net worth families and their businesses navigate through today’s new world economy with a focus on finding strategic investments and a secure place to conduct business in New Zealand.
Kim’s previous roles included roles with Tower, Prudential, Countrywide Bank, AMP, and Trustees Executors in the retail funds management, financial planning and operational areas.
For 15 years he worked in the not-for-profit sector, especially operations management and community support, as well as assisting several start-up charities dealing with family and youth issues in Auckland.
Kim has been a business coach and mentor for several SMEs, and enjoys start-ups and turnaround business opportunities.
Current roles include the New Zealand Gambling Commission, the Auckland Regional Amenities Funding Board, Selwyn College board of trustees, and Repromed Fertility Limited.
Scott is an experienced executive holding CFO and COO roles in a broad range of industries and organisation types. He is a Fellow of CPA Australia, and also a CA member of Chartered Accountants Australia & New Zealand. His consulting work comprises strategy reviews, budgeting & forecasting, as well as interim executive cover. Notable projects include working on the Auckland Supercity Amalgamation, writing the customer contract for Watercare, and lobbying for gambling sector reform.
Director, Anderson Creagh Lai
Phil’s main focus is on providing the strategic focus and oversight of significant commercial and contract related disputes, frequently working with the separate bar. He has had significant recent experience as instructing solicitor in large commercial property disputes, the local authority powers and regulatory area, a significant minority shareholder oppression action, the leading NZ property relationship/trust case and in many other corporate and commercial causes.
In addition to his litigation practice, Phil continues to advise corporate and commercial, and occasionally property, clients on their needs. Outside the law Phil has a number of private family business interests, and has had governance experience, serving on the managing board of a leading Australasian law firm for six years before co-establishing Anderson Creagh Lai, serving as a director for a number of valued personal clients, and serving as an officer and trustee of a number of voluntary organisations. Phil also provides pro-bono assistance and advice to a number of organisations.
Legal Counsel | Litigation Attorney, Meredith Connell
Nick has a strong interest in corporate governance and holds the Chartered Financial Analyst® designation.
He also teaches financial markets law and trial advocacy at the University of Auckland Law School and serves on the board the CFA Society of New Zealand.
Director, Anderson Creagh Lai
Jeffrey specialises in corporate structuring and restructuring, mergers and acquisitions, investment funding, domestic and international business expansion, and contractual arrangements. He also has a technology sector focus, particularly in major technology project development, implementation and integration, IT services outsourcing, and commercialisation of science and technology.
Jeffrey holds an LLB (Hons) and BCom from the University of Auckland.
Some of Jonathan’s major assignments include:
Jonathan advises corporate clients on a wide variety of actuarial matters including asset-liability analysis, life and general insurance, actuarial valuations and so on. He also advises clients on superannuation (pension) issues and investment matters including governance, preparing SIPO’s, asset allocation, investment manager search and selection and performance monitoring. Jonathan founded EriksensGlobal over 25 years ago. Funds under advice exceed $2 billion which includes several iwi and other Maori organisations as clients.
