Finzo is a CEFEX-accredited, licenced Financial Advice Provider offering custodial support to empower other Financial Advisers, by reducing the noise from administration and increasing regulatory demands.
New Zealand’s evolution towards a new financial advice regime setting industry-wide standards for conduct and competence has created the need for custodial support. Finzo (formerly the Boutique Advisers Alliance) introduces global best practices to New Zealand advice firms, helping them build resilience and focus on their competitive advantages.
Through our knowledge, systems, connections and our utmost respect for our clients, Finzo provides flexible support and solutions to help our clients grow in size and capacity as they require.
We provide professional, efficient and flexible services. We aim to make our partners feel comfortable and safe in their journey forward, with more confidence and more capacity to focus on their own clients' needs.
Through our owners, directors and team members, Finzo NZ Limited (FSP522646) is identified as a Māori business.
Contact us today to find out more about our offerings and how they can help you.
Company Details
- Employees
- 18
- Founded
- -
- Address
- 202 Karamu Rd N, Hastings,hawke’s Bay 4122,new Zealand
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.finzo.co.nz
- Keywords
- Financial Solutions, Custodian Platform, Wealth Management solutions, Risk Management Solutions, CRM, CEFEX Licence, Investment Committee, Independent Advisory Board, KiwiSaver Solutions, Compliance.
- HQ
- Hastings, Hawke’s Bay
Finzo Questions
Finzo's website is http://www.finzo.co.nz
Finzo's LinkedIn profile is https://nz.linkedin.com/company/finzonz
Finzo has
18 employees.
View email and phone details for 18
employees at Finzo.
Finzo's industry is
Financial Services
Finzo's top competitors are
Bankbychoice,
Deem Finance,
Finzo,
Easy Finance Souq,
Titan Financial Brokers,
Stewart Group | Your Financial Stewards,
Finmart,
Amafh Cb,
Misak Commercial Brokers,
Abz Financial.
Finzo's categories are Financial Services
Finzo's founding year is 2014
