Enabling individuals to make informed financial decisions

The foundations of Myles Planning, as we were originally known, date back to 1965.  It is one of the longest established financial planning companies in New Zealand. In 2007, we rebranded the business to Myles Wealth Management.  The new brand expresses what we do.  Put simply, we help all of our valued clients to manage their wealth – for themselves, their family and future generations. 

Myles Wealth Management is represented by offices in Dunedin, Christchurch, Wanaka, and Ashburton. At the foundation of our and our client’s success is the firm’s expert knowledge and enthusiastic team. Their expertise covers all areas of investment strategy and management including taxation, retirement planning, asset planning, risk management and wealth accumulation. At Myles Wealth Management, clients gain access to specialist professional advice covering all areas of personal financial affairs.