Meet the Nelson Jarden Wealth team, Francis Gargiulo, Aaron Shields, Greg Lillico and Linda Vague (not present). Aaron talks to Nelson Magazine about how Jarden can help individuals and organisations navigate the complexities of investing, retirement planning, and financial growth.
What sets Jarden Wealth apart from other investment advisers?
Jarden offers a tailored portfolio investment service founded on the understanding that there is no one-size-fits-all approach to investing. We focus on building long term relationships that span generations, ensuring that our clients receive personalised advice to work with all unique circumstances. The team is focused on fostering strong, enduring relationships and are here to serve the region for a lifetime. Providing consistency across our team, our clients always deal with the same advisers, which is vital to building trust. With succession planning in mind, Francis and Greg brought myself into the team in 2017 to ensure continuity and consistency, creating a stable adviser team built for the long term.
What advice do you give to those who are unsure about where to begin?
Seek expert advice. Even the best tennis player in the world has a dedicated coach, so why wouldn’t you consult with a professional when it comes to your investments? We’re here to cut through the noise and provide clarity, giving you the confidence to make informed decisions and reach your financial goals. At Jarden, we provide trust and confidence in the investment process, helping individuals know their wealth is resilient in the face of an uncertain world, no matter what the future may bring.
How does the Nelson team balance a local focus with a global perspective?
We’re proud to be a close-knit, dedicated team in Nelson, with a history spanning 38 years supporting local investors, charities, and iwi to achieve their investment goals. Our team recognises the invaluable contributions of organisations like Nelson Hospice, Suter Art Gallery, and the Cancer Society, actively supporting them in making a meaningful impact in the Nelson Tasman region. Deeply rooted in our community, we bring a global perspective to the investment strategies and outcomes we deliver to our clients, with in-house global equities experts, and research partners.
What opportunities and challenges do you foresee in the near future?
A major shift is the evolving interest rate environment globally. Many central banks are embarking on a ratecutting cycle as inflation comes under control. Recently, New Zealand has seen a significant acceleration in rate cut expectations, with inflation forecast to be well within the RBNZ’s target range of 1-3%. This means capital will become more affordable for households and businesses, increasing disposable income and boosting both spending and investment. However, with the era of 6% term deposits behind us, many investors will need to reassess their income expectations from fixed interest products moving forward.
Jarden Wealth Limited is an NZX Advisory firm. A financial advice disclosure statement is available at jarden.co.nz/our-services/wealth-management/financial-advice-provider-disclosure-statement/. Full disclaimer available at: jarden.co.nz/wealth-salesand-research-disclaimer.
