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I have started Beta Financial Group so I can actively help my clients with the financial strategy and financial solutions needed at the start, middle and end of your journey to achieve, exceed & maintain your financial independence & stability.
Aside to my obvious passion for financial education I am also a passionate rock-climber, which is where my company name has come from, in rock climbing its the community that helps you achieve & exceed your climbing goals and think beyond them, we freely share Beta (strategy & ideas) to fix the problem and deliver the solution, this is the environment I want for the financial world, this is my company philosophy for my clients and my people.
My firm specialises in Risk Insurance, Investment Solutions and KiwiSaver Advice.
We are also aligned with the best Mortgage Brokers in NZ to help with your lending needs.
My main locations for business are Auckland and Queenstown.
Kind Regards
Angharad Daniels
Company Details
- Employees
- 1
- Founded
- -
- Address
- Queenstown, Nz
- Industry
- Financial Services
- Website
- https://www.betafinancial.co.nz
- Keywords
- Financial Advice, Financial Literacy, Life Insurance, Medical Insurance, Income Protection, Trauma Insurance, Accidental Injury Cover, Key Person Insurance, Group Insurance Plans, Workplace Medical Cover, KiwiSaver, Investments, Saving.
- HQ
- Queenstown
Beta Financial Group Questions
Beta Financial Group's website is https://www.betafinancial.co.nz
Beta Financial Group's LinkedIn profile is https://nz.linkedin.com/company/beta-financial-group
Beta Financial Group has
1 employees.
View email and phone details for 1
employees at Beta Financial Group.
Beta Financial Group's industry is
Financial Services
Beta Financial Group's top competitors are
Fnz,
Enva Financial,
Jesus Film Project,
Nz Wealth Planning,
Beta - The Finance And Investments Club Of Iim Ahmedabad,
Nz Police.
Beta Financial Group's categories are Financial Services
Beta Financial Group's founding year is 2023
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Angharad Daniels
Director & Financial Advisor - Beta Financial Group
Queenstown, Otago, New Zealand, New Zealand
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