WELCOME
Distinction Wealth is an Independent Financial advice practice offering boutique and exclusive investment services throughout the South Island of New Zealand.
With over 30 years of experience in the finance sector, David is a trusted adviser to many and is well respected across the industry. Understanding a client’s finances, goals and objectives is a truly privileged position, allowing for a broader conversation where ‘more than money matters'. Using the utmost discretion, David has demonstrated on many occasions how he has achieved powerful outcomes for his clients, and therefore providing a meaningful private client experience.
Is It Time for a Financial Check-Up?
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Seeking a second opinion on your investment strategy?
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Are you confident you're on the right course for your financial future?
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Have you compared your past performance with industry benchmarks?
Take Control of Your Financial Future
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Would you like an experienced independent adviser to offer a fresh perspective?
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Wondering if there are better investment opportunities available for you?
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What could a personalised investment strategy do for your financial goals?
Discover the Difference
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Ready to see how a dedicated adviser with over 30 years of experience can transform your investment approach?
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Curious about how a bespoke, client-focused service can benefit you?
ABOUT
David Lloyd, Director, Independent Financial Planner and Investment Adviser
With over 30 years experience in the banking and investment industry. David is fully equiped to help you manage, protect, and grow your wealth. David specialises in building investment strategies tailored to meet your personal needs and goals.
David's view that ‘more than money matters’ underscores the importance of holistic financial planning that integrates succession planning, family, travel, well-being, and fun into the financial journey. His commitment to his clients is unwavering, and he takes pride in building long-term relationships based on trust and personalised service.
Outside of his professional life, David loves to take his old 1961 Land Rover Series II for a cruise. He also enjoys mountain biking, skiing, golf and travel. David's love for adventure is matched by his dedication to his family, including his wife Jo and two children, Ella & Alex.
SERVICES
Tailored Investment Strategies
We understand that no two clients are the same. Our bespoke investment strategies are meticulously crafted to align with your individual goals, risk tolerance, time horizon, and financial aspiration. At times we will use concepts such as ‘Wealth Allocation Frameworks’ to provide clear understanding for all and enable strong structure and discipline.
KiwiSaver
We understand that KiwiSaver is integral for most Kiwi’s on their investment journey to financial security. We are happy to advise, educate, review and compare with our providers to ensure it is performing, aligns with your risk tolerance, and fit for retirement.
Exclusive Opportunities
As a boutique and independent firm, we have access to unique investment opportunities that are often unavailable to the broader market. This exclusivity allows us to offer you differentiated, strategic and potentially high-reward investment options.
Extensive
Network
Being exclusive and boutique, we have the time to consider all aspects of your personal situation. Where gaps are identified that fall outside our scope, we have an extensive and far-ranging network that can assist.
Long-term Partnership
We are committed to building long-term relationships with our clients, based on trust, transparency, and mutual success.
NOTICE BOARD
"Thanks for introducing us and challenging our thinking with regards our recent commercial property development opportunity with PMG Funds here in Christchurch. It’s great that we received an allocation and the wholesale sign off process was robust and straightforward. We think this is the perfect addition to our portfolio. Looking forward to the roof shout."
Tom & Vicki M.
OUR PARTNERS
Distinction Wealth is surrounded by quality and security. We are dedicated to providing the highest standard of investment services, ensuring that our clients' assets are well-protected and managed with the utmost diligence.
Independent Custody and Nominee Service - We leverage the expertise of an independent custody and nominee services platform provider here in New Zealand - NZX Wealth Technologies. This collaboration ensures timely reporting and precise administration, while also safeguarding the security of your capital. Our commitment to transparency and accuracy ensures that you always stay informed about your investments.
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Quality Assurance - Our partnerships ensure that your investments are managed with the highest standards of quality and security.
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Timely Reporting - Stay updated with regular, transparent reports on your investment performance including end of year tax reporting.
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Specialised Expertise - Benefit from the specialised knowledge and disciplined approach of Māpua Wealth.
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Secure Administration - Trust in our robust administrative processes to protect your capital.
To further enhance our offerings, we have partnered with New Zealand based; Māpua Wealth, a governance and investment management provider known for their disciplined and specialised approach. This strategic alliance allows us to deliver market leading investment management services, backed by rigorous governance standards and expert insights.
OTHER PARTNERS
Award winning Milford Asset Management and Generate - KiwiSaver solutions.
New Zealand based PMG Funds - Commercial Property Solutions (est. 1992).
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