Aroha, 34
Trust Fund Recipient · Arts Administrator · Melbourne
Background: Māori-Australian (Ngāti Porou)
Wealth Source Inherited at 30 — family hospitality business sale, NZ
Approx. Net Worth~$3.2M (predominantly managed assets)
Living On Boon Wurrung & Wurundjeri Country
Engagement tier: 5 domains
Domains:
01
Client overview
Aroha grew up middle-class in Auckland in a family that worked hard for everything they had. At 30, the unexpected sale of her grandparents' hotel group placed $3.2 million in her name — and she has spent the four years since trying to figure out how to carry that without losing herself. She manages grants at a mid-sized arts organisation, earns a modest salary, and has largely left her inherited wealth untouched in a managed account she barely understands. Aroha wants to be certain that every dollar she does spend — and every dollar sitting in her name — is doing something she can stand behind.
02
Ethical Consumption
Aroha has defaulted to luxury purchasing since receiving her inheritance — brands she associated with "arrived" — without examining their supply chains or values. She wants a full audit of her wardrobe, household, food sourcing, and personal care, and a clear methodology she can apply to every future purchase. She is particularly concerned about fashion after watching a documentary on Rana Plaza, and she wants to understand what certification actually means versus what is greenwashing.
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03 Spiritual Growth
Aroha was raised in a household that had largely assimilated — her parents left their iwi connections behind when they moved to Australia. She feels a pull toward her Māori spiritual heritage but has no roadmap for reconnection and is anxious about whether she has "enough" cultural claim to access those practices. She has tried yoga and various wellness offerings but finds them hollow. She wants authentic spiritual practice, not aesthetic spirituality.
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04 Conscious Wealth
Aroha's money sits with a traditional private wealth manager inherited from her parents' advisors. She suspects her superannuation and managed funds are invested in industries that contradict her values but has never looked closely. She wants to understand the RIAA (Responsible Investment Association Australasia) landscape, identify impact investing options appropriate for her situation, and build a giving strategy that is generous without being depleting.
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