Pāua Wealth Management
Company

Pāua Wealth Management

Financial Services Nz 9 employees
Employees
9
Contacts
1
Emails
1
Phones
1

Pāua Wealth Management Overview

Headquarters
Nz
Industry
Financial Services
Employees
9
Founded
2019
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Pāua Wealth Management

Pāua Wealth Management is an independent, boutique wealth advisory firm. We believe New Zealand investors deserve truly independent advice and the better outcomes this delivers. As an employee-owned firm, we have created a business that supports the independence and integrity of our advice, removes potential conflicts of interest, and gives back to New Zealand. We do not manufacture investment products, we are not incentivised to sell particular products or trade on clients’ portfolios, which can create conflicts of interest. We only receive fees agreed to by clients – so they can be confident that we act only in their best interests. We provide wealth management services to wholesale investor clients including high net worth individuals, family offices, select not-for-profit foundations and trusts. Recognising that every client’s situation is unique, we create bespoke portfolios to achieve our clients’ financial goals, including capital growth, capital preservation and succession planning.

Pāua Wealth Management Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

Pāua Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Harry James Associate Adviser
View
George Boubouras
Email Phone
Joanna Doolan Advisory Board Services
View

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