Founder of Provincial Wealth, Dave Lucas, commenced providing financial advice in Auckland from 1981. In 2013 he moved to the Wellington/Wairarapa region. His industry experience has involved all areas of personal finance and business risk management. Dave is the key adviser in the business and holds the globally recognised mark, Certified Financial Planner.
Our firm has a complete and inclusive methodology in helping people achieve their financial independence. We do this by employing a precise 6-step process that puts client’s best interest first. As an adviser, Dave belongs to the following associations and complies with their code of ethics and practices:
∞ Financial Advice NZ – Trusted Adviser and Certified Financial Planner
∞ The Million Dollar Round Table - USA - Life member
There is a requirement to maintain a high professional level of conduct as a member of these associations which is above the minimum standards set by the Financial Markets Authority and the Code of Professional Conduct.
We pride ourselves on managing our advice process in such a way that you are kept up to date on a regular basis with monitoring of the goals-based advice provided. With our strong ethic toward continuing education, staying in touch with the global economic conditions and our evolving investment philosophy, our advice will deliver relevant
recommendations.
In our day-to-day work, we use independent research from several major local and global research companies, to blend investment and insurance advice that will guide you towards financial independence. Our administration team follow a clear focus, you are our priority and that we will attend to all enquiries promptly and professionally.
Our Advice Process
We will consistently employ a series of vital steps to help you achieve your goals and dreams
Company Details
- Employees
- 2
- Founded
- -
- Address
- 81 Main Street, Suite 2,new Zealand
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Advice, Financial Planning, Investment Advice, Property Investment, Insurance, Kiwi Saver, Cashflow Management, Wealth Management.
- HQ
- Greytown, Wellington
- Competitors
- DSK Engineering - New Zealand.
Provincial Wealth Ltd Questions
Provincial Wealth Ltd's website is http://www.provincialwealth.co.nz
Provincial Wealth Ltd's LinkedIn profile is https://nz.linkedin.com/company/provincialwealth
Provincial Wealth Ltd has
2 employees.
View email and phone details for 2
employees at Provincial Wealth Ltd.
Provincial Wealth Ltd's industry is
Financial Services
Provincial Wealth Ltd's top competitors are
Dsk Engineering - New Zealand.
Provincial Wealth Ltd's categories are Financial Services
Provincial Wealth Ltd's founding year is 2025
