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.

13/07/2026
28/06/2026

The money you save may matter less than the memories you never made. Clients often need help spending on purpose, not just saving on purpose. This sketch gives Real Financial Advisors a simple way to talk about that. Put it in front of a client and ask: 👉 “What experience with people you love w...

A trillion dollars is one of those numbers that's easy to say and almost impossible to picture. Spend a dollar a second ...
22/06/2026

A trillion dollars is one of those numbers that's easy to say and almost impossible to picture. Spend a dollar a second and you'd need over 31,000 years to get through it. Stack it in $100 bills and the pile reaches past the edge of space. Yet "trillion" has quietly become the unit we now measure markets in - index giants, the latest mega-cap to cross the line. The charts below put some of that scale in perspective.

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.

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

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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