WISEplanning Ltd

      Financial Services, Insurance Agents & Brokers, Investment Services
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      Open Now
      9:00 am - 5:00 pm
      Call

      0800 119 080

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      19 Sheffield Crescent, Burnside, Christchurch 8053

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      Details

      Contact Info

      Phone:

      Main - 0800 119 080

      Address:

      19 Sheffield Crescent, Burnside, Christchurch 8053

      Servicing:
      Bay Of Plenty, Canterbury Region, Otago, Southland Region, Waikato Region, Auckland Region, Wellington Region
      Email:

      Link:

      https://wiseplanning.co.nz

      General Info

      We provide personalised financial advice to New Zealanders looking to grow wealth and those looking to acquire it. Our main offices are based in Christchurch, Invercargill, and Auckland. We specialise in: - Portfolio Management (based on Warren Buffett's Value Investing method) - Comprehensive Financial Planning - Independent Risk Management Insurance Advice - Mindset Alignment With over 30 years of experience our proven wealth generation strategies, research and tools are delivered through high quality coaching and consulting. The result for our clients is more money, greater choice, with progressively less time and effort.

      Categories
      Financial Services, Insurance Agents & Brokers, Investment Services, Retirement Planning

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