Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
5
self-reported 2–10 band
Founded
2009
17 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Secure Wealth Management (SWM) offers actively-managed ESG portfolios using ETFs.
SWM is a New Zealand company.
We have an outstanding 12-year track record, delivering significant outperformance with every ESG strategy and on every time horizon (see the fact sheets on the Our Portfolios page).
SWM offers 5 core global ESG portfolios consisting entirely of highly-liquid ETFs. The portfolios are graded across the client risk spectrum. Our ESG portfolios provide a fully diversified, cost-effective and completely transparent solution for a client’s core portfolio requirements. All of SWM’s portfolios offer complete flexibility to clients, who can encash their portfolios in 24 hours.
We have been running our ESG portfolios for twelve years, delivering outstanding returns both in absolute and relative terms. Our ETF selection is based on a blend of technical and quantitative indicators.
Specialties
All 3 specialties
- ETF investment
- crypto investment
- sustainable investing
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | NZ |
All codes: NZ
Addresses
- NZNew ZealandPrimary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
1 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
How many people work at Secure Wealth Management?
5 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Secure Wealth Management have offices?
One address on record, New Zealand only. Primary: New Zealand.
Has Secure Wealth Management raised funding?
None linked to this brand.
What does Secure Wealth Management list as its specialties?
Three tags on the brand's own list, among them ETF investment, crypto investment and sustainable investing.
Which companies are listed alongside Secure Wealth Management?
5 profiles list Secure Wealth Management as a peer — 72nd percentile in Financial Services. It lists ten peers of its own. T. Merton Advisory and Infinity Wealth Futures Co.,Ltd list it back.