At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth. When it comes to investment, our philosophy is to minimise costs and focus only on high quality sources of good returns supported by reputable, independent research. We are a boutique financial advisory company that takes a true partnership approach. We really get to know you and your financial situation so we can tailor a solution that confronts any challenges and ultimately realises your financial ambitions. Through a combination of sound investing and straight up, honest advice on spending and saving, we believe any financial goal can be achieved. Backed by decades of experience in corporate finance, wealth management and banking, Hamish Kember of Optima Wealth is a certified financial planner with experience managing bespoke portfolios in excess of $10 million in value. Hamish can advise you across wealth management, retirement planning, Kiwisaver assistance, risk management and also specialises in investor residency assistance. We are ethical operators. Our fee-only, commission-free approach guarantees objectivity and independence.
It all starts with a casual conversation where and when it suits you, so get in touch for a free consultation.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Christchurch, Canterbury 8011, Nz
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://optimawealth.co.nz/
- Keywords
- Wealth management, Retirement planning, KiwiSaver assistance, Risk management, Investor residency assistance.
- HQ
- Christchurch, Canterbury
Optima Wealth Questions
Optima Wealth's website is https://optimawealth.co.nz/
Optima Wealth's LinkedIn profile is https://nz.linkedin.com/company/optima-wealth
Optima Wealth has
1 employees.
View email and phone details for 1
employees at Optima Wealth.
Optima Wealth's industry is
Financial Services
Optima Wealth's top competitors are
Arcbridge Partners,
The Investment Society,
Xceda Finance Limited,
Curo Capital,
Ronovationz - Property Wealth Coaches,
Nzami,
Fleetpartners Nz,
Wealth Works,
Yoogo Fleet,
Bridge Finance Limited.
Optima Wealth's categories are Financial Services
Optima Wealth's founding year is 2019
