WISEplanning Ltd

Also known as: WISEplanning Ltd

CNZ Centre, Level 1, 19 Sheffield Crescent Burnside Christchurch 8053
Servicing: Canterbury Region, Auckland Region, Southland Region, Wellington Region, Otago, Bay Of Plenty, Waikato Region

Opening hours

Mon
Tue
Wed
Thu
open
Fri

Products and Services

About WISEplanning Ltd

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.

What makes us different

Associations

Awards and Achievements

Mailing address

Wi-Fi

Documents

Payment options

Year est.

1987

Parking options

GST Number

Office Team

This listing has been claimed by the business owner
This listing has been claimed by the business owner