Aotearoa Activated: New Zealand Adviser Forum

Arun Abey AM is the Executive Chairman of Walsh Bay Partners, specializing in wealth and wellbeing advisory services for families and endowments. With over 35 years of experience as a financial adviser and wealth manager, he addresses fundamental questions about achieving long-term superior returns and fostering enduring financial and emotional wellbeing. Abey's background in academia and research, coupled with his strategic leadership in major businesses, positions him at the forefront of understanding disruptive change in the financial landscape. He is the author of global bestseller "How Much is Enough?" which explores the intersection of money and wellbeing, drawing on the latest behavioural research to overcome biases.  

Philip is a trusted advisor to family businesses and family offices across Australia and New Zealand. Drawing on a unique background and training from the US and UK in psychology, family therapy, problem resolution, organisational change, and business consulting, he brings both depth of theory and a practical understanding of the challenges families face at the intersection of love, legacy, and enterprise.

His focus is on preventing future family conflict—helping families design long-term succession plans, building appropriate governance, developing the Next Generation, and aligning the family with the business to create resilient, multigenerational enterprises.

Philip’s passion is personal. His own family once ran a business that did not survive beyond the first generation. That experience drives his commitment to helping strengthen families to create enduring and successful family enterprises.

He has also developed a distinctive model of succession that enables families to have the right conversations, share wisdom and culture, and grow while staying true to their values. A Fellow of the Cybernetics Society in London, Philip is one of the leading developers of Light Touch Change methodology with a group in the UK which is used to bring about changes in complex organisations and families.

Graham Reeve has advised families for over 40 years. He has advised many families and single-family offices and previously was the CEO of the multi-family Myer Family Office in Australia. He is currently the Chairman of the Todd Family Office.