Balance Wealth

Q: What is Balance Wealth's official website?

Balance Wealth's official website is www.balancewealth.co.nz

Q: What is Balance Wealth's Revenue?

Balance Wealth's revenue is <$5 Million

Q: How many employees does Balance Wealth have?

Balance Wealth has 1-10 employees

Q: What industry does Balance Wealth belong to?

Balance Wealth is in the industry of: Finance , Securities Trading

Q: What does Balance Wealth do?

Balance Wealth is a boutique financial advisory firm based in Rotorua, New Zealand, catering primarily to clients over the age of 50 who are planning for or enjoying their retirement. The firm focuses on providing comprehensive financial guidance, including investment planning, retirement planning, estate planning, and insurance, with an emphasis o... n helping clients achieve their goals while ensuring financial security. Their target clientele includes diligent savers with assets of $500,000 or more, as well as individuals undergoing significant financial changes, particularly women in transitional life stages. Balance Wealth aims to empower clients to enjoy their best years while leaving a legacy for future generations. Read More

Q: Is Balance Wealth a public company?

Balance Wealth is private company therefore does not currently have an official ticker symbol

Finance · New Zealand · 1-10 Employees

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Overview

Headquarters

1160 Hinemoa Street, Rotorua, Bay of Ple...

Website

www.balancewealth.co.nz

Revenue

<$5 Million

Industry

Finance

Securities Trading

ZI Rank: 1

Signal Type

Mar

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ZI Rank

About Balance Wealth

Balance Wealth is a boutique financial advisory firm based in Rotorua, New Zealand, catering primarily to clients over the age of 50 who are planning for or enjoying their retirement. The firm focuses on providing comprehensive financial guidance, including investment planning, retirement planning, estate planning, and insurance, with an emphasis on helping clients achieve their goals while ensuring financial security. Their target clientele includes diligent savers with assets of $500,000 or more, as well as individuals undergoing significant financial changes, particularly women in transitional life stages. Balance Wealth aims to empower clients to enjoy their best years while leaving a legacy for future generations.Explore more

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Popular SearchesBalance Wealth LtdSIC Code 62,628NAICS Code 52,523Show more

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Shaun Carney

Co-Chief Executive Officer & Certified Financ...

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Ryan Mannen

Partner, Chief Operating Officer

Phone

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