Mitre Wealth Management

Mitre Wealth Management Mitre Wealth Management is an Invercargill based financial services company providing a range of investment services.

It is an independently owned financial planning practice and has no formal affiliation with any financial institution. We provide income security for the retired; we design and implement plans that build personal wealth for people in work; we devise sound investment strategies and provide all clients with personal professional service. Mitre Wealth Management is a member of The Independent Adviser

Alliance, a network of independent investment and financial planning practices. The group has six members throughout New Zealand and all advisers are members of Financial Advice NZ (FinANZ), and subscribe to that body's strict code of ethics and professional conduct. A Disclosure Statement is available on request and free of charge.

The 17% gain in the S&P 500 over the last 8 weeks is the 20th biggest 8-week gain for the index since 1950. S&P 500 earn...
24/05/2026

The 17% gain in the S&P 500 over the last 8 weeks is the 20th biggest 8-week gain for the index since 1950. S&P 500 earnings per share far exceeded expectations in Q1 (+28% YoY vs. +13% estimate heading in) and are now expected to increase by 23% this year.

19/05/2026
Aristotle once wrote: “Well begun is half done.”He was talking about getting the fundamentals right before anything else...
04/05/2026

Aristotle once wrote: “Well begun is half done.”

He was talking about getting the fundamentals right before anything else. The same applies to money.

You should only have to build wealth once.

After that, your job is to protect it and grow it.

That makes wealth building one of the most worthwhile games you can play. Because the rewards of playing it right will last a lifetime.

Chart of the Week
06/04/2026

Chart of the Week

Geopolitical Risk is a recurring but temporary driver of Markets
01/04/2026

Geopolitical Risk is a recurring but temporary driver of Markets

US 10-year Treasury Yield rises to 9-Month high on inflation fears
30/03/2026

US 10-year Treasury Yield rises to 9-Month high on inflation fears

The new year has seen a change in focus for investors.
15/02/2026

The new year has seen a change in focus for investors.

In a staggering 72 hours last week, gold and silver investors around the world saw the equivalent of the entire GDP of J...
09/02/2026

In a staggering 72 hours last week, gold and silver investors around the world saw the equivalent of the entire GDP of Japan and Germany wiped off their portfolios. On a global level, gold and silver erased roughly US$7 trillion to US$10 trillion (NZ$11.5-16.5 trillion) in total market value. This marked gold’s worst collapse since 1983 and the worst-ever drop for silver.

Few would have predicted this to be the best investment of 2025.
15/01/2026

Few would have predicted this to be the best investment of 2025.

Picking winners in the stock market is notoriously difficult, even for experts in the field. That’s why it’s better to bide your time.

Morningstar's latest safe withdrawal rate figures ticked higher for those retiring in 2026, with spending flexibility al...
28/12/2025

Morningstar's latest safe withdrawal rate figures ticked higher for those retiring in 2026, with spending flexibility allowing for even higher starting withdrawal rates.

Retirees can increase their spending power by taking a more flexible approach.

Address

Level 1, 35 Dee Street
Invercargill
9810

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+64800493258

Website

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