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WISEplanning Ltd
Category: Investment Services, Retirement & Financial Planning

Key contact details for WISEplanning Ltd
Phone
0800 119 080
Phone
03-375 7001
Email
Email business
Website
wiseplanning.co.nz
Social
WISEplanning.co.nz
https://www.linkedin.com/company/wiseplanning/about/
Opening Hours
Monday - Friday: 09:00 - 17:00
Saturday - Sunday: Closed
Address
19 Sheffield Crescent, Burnside Christchurch, Canterbury 8053

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Business profile

We provide personalised financial advice to New Zealanders looking to grow wealth and those looking to acquire it. Our main offices are based in Christchurch, Invercargill, and Auckland.

We specialise in:
- Portfolio Management (based on Warren Buffett's Value Investing method)
- Comprehensive Financial Planning
- Independent Risk Management Insurance Advice
- Mindset Alignment

With over 30 years of experience our proven wealth generation strategies, research and tools are delivered through high quality coaching and consulting.

The result for our clients is more money, greater choice, with progressively less time and effort.

  • Business profile

    We provide personalised financial advice to New Zealanders looking to grow wealth and those looking to acquire it. Our main offices are based in Christchurch, Invercargill, and Auckland.

    We specialise in:
    - Portfolio Management (based on Warren Buffett's Value Investing method)
    - Comprehensive Financial Planning
    - Independent Risk Management Insurance Advice
    - Mindset Alignment

    With over 30 years of experience our proven wealth generation strategies, research and tools are delivered through high quality coaching and consulting.

    The result for our clients is more money, greater choice, with progressively less time and effort.