Welcome to NZ Wealth Planning. We're all about helping folks like you make smart choices with your money. Think of us as your personal financial coach, here to make sure you're on track to reach your financial dreams.
We know managing money can be tricky. Whether you're dealing with pesky debts, trying to grow your investments, or planning for retirement, we've got your back with our expert financial planning advice.
Our goal is to give you the confidence and clarity you need to make the best decisions for your finances. That means helping you pay off debts faster, make the most of your investments (including KiwiSaver), and setting you up with a comfy retirement plan.
Here's what we can do for you:
• FINANCIAL PLANNING: We'll work with you to create a roadmap for your money, tailored just for you.
• CASH MANAGEMENT: Let's make sure you're making the most of your cash flow, so you can meet your financial goals without stress.
• MORTGAGE & DEBT MANAGEMENT: We'll find ways to tackle your debts faster and smarter.
• INVESTMENT ADVICE: Let's make sure your money is working as hard as possible for you.
• KIWISAVER: We'll help you understand and maximise the benefits of KiwiSaver, so you can build a solid nest egg for the future.
• CHILD EDUCATION PLANNING: Planning for your children's education? We've got strategies to help you save and invest wisely for their future.
• RETIREMENT PLANNING: Let's set you up for a stress-free retirement, so you can enjoy those golden years.
Don't let money worries keep you up at night. Connect with us on LinkedIn for practical tips, helpful advice, and the latest updates on all things financial planning. Together, let's make your financial future brighter!
Visit our website at: https://nzwealthplanning.co.nz and
YouTube channel at: https://www.youtube.com/@nzwealthplanning
Our Public Disclosure Statement is at:
https://nzwealthplanning.co.nz/wp-content/uploads/2024/06/Disclosure-1-Publicly-Available-Information.pdf
Company Details
- Address
- P.o. Box 36816, Merivale,new Zealand
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://nzwealthplanning.co.nz
- Keywords
- Investments, KiwiSaver, Cash Management, Debt Management, Retirement Planning, Child Education Planning.
- HQ
- Christchurch, Canterbury
Nz Wealth Planning Questions
Nz Wealth Planning's website is https://nzwealthplanning.co.nz
Nz Wealth Planning's LinkedIn profile is https://nz.linkedin.com/company/nz-wealth-planning
Nz Wealth Planning's industry is
Financial Services
Nz Wealth Planning's top competitors are
Om Financial Group Llc,
Newedge Advisors - Lonestar Partners,
Beta Financial Group,
Finerty Team,
Futurefolio Trading Inc,
Elaine Pugh, Senior Relationship Manager, Evermay Wealth Management,
Financial Alternatives, Llc,
40 Day Wealth,
Ecu Asset Management,
The Wellspring Group.
Nz Wealth Planning's categories are Financial Services
