Our Business Details

Wealth Management Limited is a Licenced Financial Advice Provider. It holds a licence issued by the Financial Markets Authority to provide financial advice services. The Financial Services Provider Number is FSP722151.

Nature and Scope of Financial Advice Services

Wealth Management Limited provides comprehensive investment advice to our clients. This involves setting a strategic asset allocation and arranging investment into a range of investments, which may include managed funds, direct equities/shares and direct bonds/fixed interest.

Our objective is to provide a totally personalised service with tailored solutions. By offering this focused, customised service, we can ensure optimum results and long-term wealth for our clients.

We fully understand that every client has very specific needs, objectives and attitudes toward investment risk. We are therefore ultimately flexible in our approach to financial solutions, with initiatives and advice tailored for each individual client.

Our service also includes financial advice on KiwiSaver. For KiwiSaver, we have advice arrangements with a number of KiwiSaver providers.