Louis Botes

Born, raised and educated in South Africa, my family were fortunate to be able to emigrate and settle in New Zealand in 2009. Since then, I have picked up valuable experience in various NZ investment sectors enabling me to spread my wings across a much broader array of investment products and tools in order to advise, service and support a diverse range of local and international clients.

An avid sports fan, I settled into New Zealand with ease – respecting and admiring the incredible skills and talent of any athlete, whether in black or green. Outside of work and spectating, I love open water swimming, a bit of golf and spending time with family and friends.

Investment Advisor

I am employed by Shaw and Partners New Zealand as an Investment Advisor, bringing more than 30 years’ experience as a wealth manager, risk advisor and succession planner to a financial services company that values:

Knowledge and experience;
Collaborative relationships;
Transparency and compliance.

The Shaw and Partners philosophy of disciplined investment strategies, trust, integrity, respect and discretion, aligns with my personal approach to my investor clients – helping them plan for, and achieve, the retirement lifestyle they want.

I am always conscious of the trust they place in me and there is no greater satisfaction than to see my clients enjoying a carefree retirement, knowing their wealth is managed by a team of experienced professionals.

My Mission

The most enjoyable part of my role as an advisor is helping others to achieve their investment goals, either enabling investors to have a comfortable and sustainable retirement or to assist business owners, farmers, and professionals to grow their wealth to retire earlier rather than later.

Wanting to make share investing accessible to people outside the investment world interested in learning about share investing, I founded ShareShed. ShareShed is a networking group designed for people to connect and have fun while learning as a member of a community share club.

Experience

I have been in the financial industry since 1985 after graduating from the University of Johannesburg with a BCom Hons Business Economics, and spent more than 30 years providing investment advice to HNW individuals, families, trusts and business owners in both South Africa and New Zealand.

This, together with my personal experience as an immigrant in New Zealand, has fostered a unique insight into the complexities confronting people when they are faced with difficult retirement decisions, succession planning and investment diversification.

Skills

I am particularly strong in:

Wealth management using various international and local asset classes with research and support provided by our experienced investment team at Shaw and Partners Financial Services

Retirement planning before, during and after retirement.

I would be very pleased to chat with you about your investment goals and objectives and introduce you to the Shaw and Partners family.

Wealth Management

Wealth management using various international and local asset classes with research and support provided by our experienced investment team at Shaw and Partners

Retirement Planning

Retirement planning before, during and after retirement

Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms. With a growing presence across Australia and now New Zealand, and more than NZD 55 billion in assets under advice, Shaw and Partners combines the intimacy of a boutique investment firm with the resources and scale of its parent company. Shaw and Partners is owned in turn by Swiss-based private bank EFG International, which manages approximately NZD 350 billion in assets and is listed on the Swiss Stock Exchange.

Let's Connect

Shaw and Partners New Zealand Head Office

Level 1, 87 Hurstmere Road
Takapuna, Auckland 0622

PHONE NUMBERS

Shaw and Partners +64 9 308 1450

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