Experience tells us that successful wealth management comes from a combination of advice, planning and an aligned investment solution that meets your objectives.
With that in mind, we provide a comprehensive wealth management framework that results in a personalised solution. As part of the solution, we partner with an experienced specialist investment manager, Caliber Investment, to provide you with a completely aligned solution.
Caliber Investment bring considerable experience in providing these aligned investment solutions, helping to address the challenges you face.
We research and carefully select our partners in both administration and professional services, ensuring we have access to the leading providers both in NZ and internationally.
Where you have existing specialist advisors already, we operate on a proactive and collaborative basis to include those advisors and their advice into our solutions. We are also able to assist you in sourcing and engaging specialist professional advice if needed.
Specialised, collective experience and expertise
Who are the people behind Caliber Wealth?
Alan Austin and Mark Wooster are the Principals and Directors of Caliber Wealth. Both have extensive multi-disciplinary financial services backgrounds with Family Office, Very High-Net-Worth Individuals and For-Purpose mandate experience. They are supported by a team of experienced funds management, client service and investment administration professionals.
Alan Austin
Director of Caliber Wealth.
Alan is responsible for Client Engagement and Service, along with Business Development at Caliber Wealth.
He has had a lengthy career in financial services in New Zealand, Australia, and the UK with experience in the banking sector, investment management, investment consulting and institutional insurance broking firms. During this time, he worked in a variety of organisations including an Australasian bank, various international and domestic investment management businesses, global/regional investment consulting firms and global insurance broking organisations.
His career has included business development, marketing, sales and client advisory positions on an institutional/wholesale and retail basis, both in NZ and offshore. Alan is also active in the governance sector and holds a number of financial services company directorships as well as being a Chairman of the Board.
His extensive experience and knowledge combines in-depth understanding of building intergenerational investment solutions, along with creation of enduring client relationships for Family Offices, Individuals and For-Purpose Funds.
Mark Wooster
Director of Caliber Wealth & Chief Investment Officer, Caliber Investment.
Mark is responsible for clients’ investment solution development and delivery at Caliber Wealth.
He has a background in Investment Management, with over 33 years in the industry. During this time, he has held senior roles at Sovereign Insurance and ASB Group Investments as the Chief Investment Officer with $3.2 billion and $5.5 billion under management respectively.
In both these roles he led and directed large teams of investment professionals in all aspects of investment management including philosophy, strategy, asset allocation, research, analysis, portfolio construction, portfolio management, monitoring and review. Mark also worked with the Actuarial Team at Sovereign (NZ’s largest life insurer) managing investment-backed insurance portfolio liabilities.
He has also provided asset consulting, risk management and investment governance consultancy to numerous major wealth management firms, banks and nationwide accounting firms.
In 2005 Mark established Caliber Investment and as Chief Investment Officer, he and the team have built Caliber Investment into a successful institutional investment management company providing investment solutions to Individuals, Family Offices, For Purpose Funds and Financial Advisory firms.
Zoe Stoneman
Client Service Manager.
Zoe is responsible for client service and administration and manages the client service and administration team at Caliber Wealth.
She has considerable experience and knowledge of the financial sector, previously holding Account and Support Manager roles in the UK. This included UK and EU management, support, and technical roles at Invesco Perpetual (UK) on a as well as other wealth management businesses.
Zoe joined Caliber Group in 2015, taking on the role of Operations Manager overseeing a team of administration and client service staff. She then took on the position of Client Service Manager.
Zoe oversees the service delivery and operational aspects of Caliber Wealth which includes client liaison, portfolio administration and professional partnership management.
