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About Agile Private Wealth

Your Trusted Financial Partner

At Agile Private Wealth, we’re passionate about empowering individuals and families to achieve financial freedom. With decades of experience and a forward-thinking approach, we specialise in tailoring financial solutions that align with your goals, values, and lifestyle. Whether you’re optimising your KiwiSaver or exploring ethical investment options, we’re here to guide you every step of the way.

Our Values – The Foundation of Your Financial Success

Integrity

Honest, transparent advice is at the heart of what we do. We always prioritise your best interests, ensuring you can trust every recommendation we make.



Empowerment

We’re here to give you the knowledge and tools you need to make informed financial decisions. With us, you’ll feel confident in taking control of your financial future.

Innovation

The financial world doesn’t stand still, and neither do we. By staying ahead of trends, we deliver strategies that combine proven expertise with modern solutions.



Responsibility

We help you grow your wealth while staying true to your values. Through ethical and sustainable investing, your portfolio can make a positive impact.

A Team You Can Trust

Our Team

At Agile Private Wealth, our team brings together years of experience and specialised expertise to help you make the best financial decisions. Led by Greg Harkerss, a Senior Investment Advisor with over three decades of industry experience, we are dedicated to providing clear, practical, and results-driven financial advice. Greg’s extensive background as a mortgage broker, insurance advisor, and credit consultant gives him a well-rounded understanding of the financial landscape. His passion lies in helping clients take control of their KiwiSaver, build wealth, and make informed investment decisions.


Meet Our Experts:

🔹 Rodney King – View Bio
🔹 Dallas Roberts – View Bio
🔹 Nigel Ho – View Bio
🔹 Sushmita Devi – Bringing fresh insight and expertise, Sushmita plays a key role in supporting our clients with personalised financial strategies.


Together, our team specialises in investment strategy, KiwiSaver optimisation, and risk management—ensuring that every client receives expert guidance tailored to their financial goals.

Greg Harkerss | Agile Private Wealth
Sushmita Devi | Agile Private Wealth
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Greg has a way of simplifying and explaining finance that is easy to understand and put into practice. I am so grateful for his knowledge and encouragement. I feel way more confident in my approach to better managing my money now. Thank you so much!

K & L (Christchurch)
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Tailored Solutions That Work for You

We don’t do cookie-cutter advice. Every strategy is built around your unique goals and lifestyle.

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Decades of Expertise, Modern Insights

With 30+ years of experience and a focus on the latest financial trends, we offer advice that’s both reliable and innovative.

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Your Goals, Our Mission

Whether it’s maximising your KiwiSaver or building long-term wealth, we’re driven to help you achieve success.

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