Our Terrific Team

You’re in good hands.

West Coast, Auckland

Ethical Investing NZ - Our Terrific Team Banner

What Drives Us

Our Why:

To make a meaningful difference to our clients, our planet and our community.

We strongly believe great financial planning and ethical investing advice changes people’s lives by giving peace of mind and confidence to know they can reach their goals and what’s important to them.

We are a boutique financial planning and ethical investing advisory firm, founded in 2014 by our director and financial planner, Peter Lee-Grey. Mark Holtom, one of our financial planners, became a shareholder and director in 2021. In 2026, Melaney and Francesca became shareholders, with Melaney also stepping into a director role, reflecting our commitment to shared ownership and building a long-term, values-driven business. This structure provides confidence for our clients that we’ll be here for the long term to guide and support their financial journeys.

We are a team of five who share the same passion and values for sustainability and who enjoy working together and with all our clients. We also work closely with several key partners including Māpua Wealth and NZX Wealth Technologies.

We have an office in the Auckland CBD but help clients throughout Aotearoa New Zealand.

Our values:

Partnership – we work in partnership with our clients, society, investors and suppliers.
Innovation – we seek innovative robust thinking, we challenge the norm and strive to be leaders by continuing to learn, grow and develop.

Sustainability – absolute commitment to People, Planet and Profit. Act as financial stewards for our clients and believe building long term, trusted relationships with our clients.
Respect – respect for each other in all our relationships.

We are also highly committed to being professional.

All of our advisers hold Responsible Investment Association Australasia (RIAA) Certification, reflecting their expertise in ethical investing. This certification recognises advisers who have completed specialist training and are committed to helping clients align their investments with their values while maintaining a focus on long-term financial outcomes.

Our advisers are actively engaged in the professional advice community. Mark and Melaney are members of SIFA, the professional association for independent financial advisers, with Mark serving on SIFA’s committee. Founder and director Peter Lee previously led the Institute of Financial Advisers as its CEO.