Taupo Moana Investments Ltd
Taupo Moana Investments Limited operates under the brand name IWIinvestor and is licensed by the Financial Markets Authority as a Financial Services Provider.
Established in 1996, IWIinvestor is a wholly owned subsidiary of Lake Taupo 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.
The board have significant experience in financial markets both in New Zealand and offshore. Our general manager Linda Mastny has a Bachelor of Mechanical Engineering (1 st Class Honours) from Auckland University. Linda began working for Taupo Moana Group (TMG) in 1997 as an Investment Officer. This year, Linda and Gemma Stevens who joined TMG in 2007, both achieved the highest accreditation in the financial advisory sector attaining Authorised Financial Adviser (AFA) status.
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.