We work hard to grow and protect our clients’ wealth, forecast liabilities, develop products, improve governance, and build strong organisations. We work with our clients to upskill them and their families at the same time.
We offer strategic investment and governance advice, protecting over $5 billion in assets for individuals, families, charities, schools, foundations, and companies.
Book a coffee with us to learn how expert advice can help you reduce risk and be more secure forever.
Welcome. We are a team of 14 experienced actuaries, investment consultants, analysts and finance professionals.
Our Origins
Eriksens was founded in 1995 by Jonathan Eriksen to offer independent actuarial and investment advice. As a family firm, it has built a strong reputation for reliable and affordable guidance. Our core values have contributed to our success. Our business has three Principals, Peter Verhaart (Head of Investment Consulting) and Jonathan Eriksen (Managing Director) and Amy Eriksen (Director). We recruit the most intelligent, passionate and diverse team of economics, investment, actuarial, coding and engineering enthusiasts to provide the most pragmatic, client-focused and holistic investment and actuarial advice available today.
We offer clients fully independent advice that is clear, objective, and tailored to their needs. We welcome the chance to help you achieve your long-term goals. Interested in learning more? Let’s get started.
Our Investment Philosophy
Our team has decades of experience in investing. We know what makes an investment opportunity a winner, which investment opportunities should make you run for the hills, and everything in between. Time and experience is on our side - let it be on yours, too.
While your objectives may vary, our key principles are:
Ethical and objective based approach, not a cookie cutter template
Long-term focus where capital preservation is key
Using a diverse range of assets to minimise risk and getting you access to better investment opportunities
Enhance returns so far as it fits your risk profile
We align our advice to client objectives and monitor a large universe of investment opportunities. We conduct stringent due diligence to ensure our clients have access to the best-in-market investment approaches, which is underpinned by our exceptional expertise in private equity and Australasian actively-managed multi-asset funds. We conduct rigorous independent Responsible Investment reporting and work for our clients, not the investment managers.
Our Approach to Sustainability
Sustainability means managing the challenges and risks facing an organisation to meet the needs of the present, as well as ensuring future generations are better off. To meet our clients’ objectives, some of our team specialise in Responsible Investment research.
Responsible Investing principles are inherent in long term value creation:
Environmental
Social
Governance
Cultural
Our work with iwi and charitable trusts here in Aotearoa, with religious organisations in Australia and with corporates and provident funds in Fiji, Nauru, Tuvalu, Tonga and Rarotonga has demonstrated our sensitivity and capability applying ESGC investing principles.
In addition, we run our firm as sustainably as possible, offsetting our travel, composting office waste and running wellbeing initiatives. Every effort counts.
