We are a boutique financial planning company offering broad financial services advice, tailored to client’s financial goals. We are highly experienced and qualified in our industry.
Our clients range from individuals, business owners, families, Retirees, Trusts, Companies, former and current professional New Zealand Athletes.
We are regulated and registered to provide financial advice in New Zealand. We also belong to an industry body called Financial Advice New Zealand, and abide by a code of ethics, practice standards and undertake continuing education requirements.
Our advice process is well structured, educational and personalised. Each client’s specific goals and objectives are taken into account to establish what financial products are required to achieve their financial outcomes. Our focus is on advising our clients of their options and producing a specific plan on how they can be financially successful through managing financial risk and growing wealth.
Our Services:
• Financial Planning
• Retirement and Investment Planning
• Kiwisaver
• Property Investment
• Mortgage Broking
• Domestic and Commercial Insurance
• Life, Disability Income, Mortgage Repayment, Trauma, TPD and Health Insurance
• Financial Advisory consulting (General or Specific)
Our 6 Step Financial Planning Process:
1. Getting to know each other
2. Understanding your current financial position and financial goals
3. Gathering information and discussing how financial markets work
4. Develop a plan and recommendations
5. Implementation
6. Ongoing monitoring
Mario Juran AFP
Principal and Financial Planner
Authorised Financial Adviser - FSP 43922
mario@awmltd.co.nz
Mobile +64(0)21990911
Company Details
- Employees
- 1
- Founded
- -
- Address
- 4 Bond St, Wellington,6011,new Zealand
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.awmltd.co.nz/
- Keywords
- Investments, Financial Advisory, Wealth Management, Investment Strategies, Financial Planning, Risk Management, Strategic Financial Planning, Investment Management, Trust Planning, Insurance Planning, Asset Management.
- HQ
- Wellington
- Competitors
Arbitrage Wealth Management Questions
Arbitrage Wealth Management's website is https://www.awmltd.co.nz/
Arbitrage Wealth Management's LinkedIn profile is https://nz.linkedin.com/company/arbitrage-wealth
Arbitrage Wealth Management has
1 employees.
View email and phone details for 1
employees at Arbitrage Wealth Management.
Arbitrage Wealth Management's industry is
Financial Services
Arbitrage Wealth Management's categories are Financial Services
Arbitrage Wealth Management's founding year is 2007
