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Main - 04 979 9879
4 Bond Street, Te Aro, Wellington 6011
- Category
- Financial Services
- Associations
- Institute of Financial Advisers (IFA)
General Info
Services: Financial Planing: - Cash management, Risk Management, Retirement and Investment Management and Asset Protection Investments through Custodial platform or Managed funds: - Managed funds (Unit Trusts), Superannuation, Kiwisaver, UK compliant Superannuation schemes and sector specific funds. Direct Property Investors - Analysis on residential and commercial property Insurance - Personal (Life Insurance, Income Protection, Trauma / Total and Permanent Disability and Health Insurance) Business Succession Planning - Key person and Shareholder Cover Mortgage Broking Services