Full Service Financial Advisers
Is this your business?
Claim this listingThe Wellington team have a proud history of building and preserving the wealth of Wellingtonians, whether they be in the city, the Wairarapa or Kapiti, as well as local charities and national charities based out of the capital.
Our advisers have a historical foundation of working alongside some of the city’s longest-standing financial advisers and stockbrokers from some of Wellington’s earliest broking firms, which is evident in the office's culture and how our clients are looked after.
We house a diverse group of experienced advisers that have close ties to the local technology sector, the wider Wellington business community and the government. Our high proportion of female advisers are specialists in running our Women’s Wealth programme.
The team have always been outward-looking, focusing on International and Australian markets as well as our own, with the NZX based a 10-minute stroll along our waterfront. And a key point of difference when compared to competitors is our ‘designated Super and Saving desk’.
Let's make sure they can find you!
