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.
Company Details
- Employees
- 9
- Founded
- 2019
- Address
- 118 Queen St, Level 1a,new Zealand
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.pauawealth.com/
- HQ
- Auckland
Pāua Wealth Management Questions
Pāua Wealth Management's website is https://www.pauawealth.com/
Pāua Wealth Management's LinkedIn profile is https://nz.linkedin.com/company/p%C4%81uawealthmanagement
Pāua Wealth Management has
9 employees.
View email and phone details for 9
employees at Pāua Wealth Management.
Pāua Wealth Management's industry is
Financial Services
Pāua Wealth Management's top competitors are
Taimana Wealth,
Mudbrick,
Forsyth Barr Limited,
The Private Office Nz,
Rixon Capital,
The Harvard Lodge,
A-Perform,
Craigs Investment Partners,
Collinson Wealth Partners,
Private Wealth Advisers.
Pāua Wealth Management's categories are Financial Services
Pāua Wealth Management's founding year is 2019
