About OPTIMA WEALTH
Independent financial advice built on trust, experience, and long-term relationships.
At Optima Wealth, we help individuals, families, and business owners make confident financial decisions through personalised financial planning, wealth management, retirement planning, and investment advice.
Since 2020
Financial advice focused on your goals, not financial products.
We believe successful financial planning starts with understanding what matters most to you.
Whether you’re building wealth, preparing for retirement, investing for the future, or protecting your family, every recommendation begins with your goals.
As an independent financial adviser, we provide objective advice tailored to your circumstances.
Our role is to simplify complex financial decisions and help you stay on track with a clear long-term strategy.
Trust
We build long-term relationships through transparency, honesty, and advice that always puts our clients’ interests first.
Independence
As an independent adviser, we are not tied to banks, product providers, or sales targets. Our recommendations are based on what is right for you.
Evidence-Based
Our investment strategies are grounded in decades of academic research, focusing on diversification, discipline, and long-term outcomes.
Meet Hamish Kember
With more than 20 years of experience across corporate finance, banking, wealth management, and financial planning, Hamish provides personalised advice designed to help clients achieve lasting financial success.
As a Certified Financial Planner, he has managed investment portfolios exceeding $10 million and worked with clients across a wide range of financial situations.
His approach is simple: understand your goals first, then create a strategy to help you achieve them.
Values-Based Financial Advice
Financial decisions are rarely just about money.
Hamish believes great advice starts by understanding the life you want to live. Every financial plan is built around your personal goals, values, and priorities rather than chasing short-term market movements.
By focusing on what matters most to you, financial decisions become clearer, more purposeful, and easier to stay committed to over time.
Find answers to common questions about our services, investment approach, and how we can help you achieve your financial goals.
A New Zealand based independent financial adviser
