Taupō Moana Investments Ltd
Taupō Moana Investments Limited operates under the brand name IWIinvestor.
Established in 1996, IWIinvestor is a wholly owned subsidiary of Lake Taupō Forest Trust. IWIinvestor provides financial services to 47 individual clients, both large and small, with a high proportion based in the central North Island. We manage on their behalf a total of $150 million where we provide financial portfolio advice, as well as portfolio administration and compliance.
Based in Taupō, our operations team is managed by Linda Mastny. Linda began working for Taupō Moana Group (TMG) in 1997 as an Investment Officer. Linda and Gemma Stevens who joined the organisation in 2007, have both attained Authorised Financial Adviser (AFA) accreditation. Ariana Dais, who joined IWIinvestor in 2009, has completed the New Zealand Certificate in Financial Services and is a Registered Financial Adviser (RFA). Ariana is currently working towards becoming an Authorised Financial Adviser (AFA). Also, our board have collectively over 100 years’ experience in financial markets both in New Zealand and offshore.
IWIinvestor has also provided access to a number of direct investment opportunities this year. These included facilitating the collectivisation of 10 Tuwharetoa entities, enabling them to invest as one in the new Te Pūia Tāpapa Direct Investment Fund. We also assisted IWIinvestor clients and other Maori entities invest in a hybrid bond offered to Tuwharetoa Trusts to fund the new SkyWaka Gondola which will open mid-2019 on the Whakapapa ski-field.
Please click on the following link to access the IWIinvestor website.