General Equity Wealth NZ Company Profile, Contacts & Intelligence
General Equity Wealth NZ Overview
Company Overview General Equity have been a part of our global financial services since 1774 when they were first formed in the United Kingdom. Building Societies globally have consistently provided a stable structure to provide a range of financial services to its members. General Equity is a New Zealand based financial services institution providing advice based solutions utilising a wide range of leading Insurance and Investment products. Secure your future with our step by step approach as we develop an enduring and trusting relationship. Our team of qualified Financial Advisers will take the time to understand your current situation, listen to your specific needs and aspirations and address them with a customised financial plan. Description General Equity’s Personalised Wealth Management Services: General Equity Wealth will work with you to secure your financial future with customised wealth plans and services to serve individuals and businesses. We aim to provide you with a personal financial strategic plan to: Secure your family’s future and your hard earned assets To achieve your lifestyle and financial goals both for today and the future Assist you to create wealth and manage your assets using customised investment portfolios. Every individual has their own unique personal needs, goals and risk tolerance. At General Equity we understand these and with a team of dedicated experienced advisers we will develop a financial strategy to meet your goals. A disclosure statement for each of our advisers is available upon request and free of charge.
- Headquarters
- Them with a Customised Financial Plan.
- Website
- www.general-equity.com
- Industry
- Insurance
- Founded
- 2013
- NAICS
- Insurance Carriers and Related Activities, Agencies, Brokerages, and Other Insurance Related Activities
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