Balance Wealth

Finance · New Zealand · 1-10 Employees

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Overview

Headquarters

1160 Hinemoa St, Rotorua, Bay of Plenty ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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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
Balance Wealth's Social MediaPopular SearchesBalance Wealth LtdSIC Code 62,628NAICS Code 52,523Show more

Balance Wealth Org Chart

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Financial Advisor & Managing Director

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Client Relationship Associate

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Activity Insights

Balance Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

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Balance Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Balance Wealth.

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Frequently Asked Questions Regarding Balance Wealth

What is Balance Wealth's official website?
Balance Wealth's official website is www.balancewealth.co.nz
What is Balance Wealth's Revenue?
Balance Wealth's revenue is <$5 Million
What is Balance Wealth's SIC code?
Balance Wealth's SIC: 62,628
What is Balance Wealth's NAICS code?
Balance Wealth's NAICS: 52,523
How many employees does Balance Wealth have?
Balance Wealth has 1-10 employees
What industry does Balance Wealth belong to?
Balance Wealth is in the industry of: Finance, Securities Trading
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

What are Balance Wealth social media links?
Balance Wealth Linkedin page
Is Balance Wealth a public company?
Balance Wealth is private company therefore does not currently have an official ticker symbol
See more information about Balance Wealth

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