MG
Financial Advisor & Assistant
KS
Financial Advisor
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Core Wealth Solutions
Finance · New Zealand · 1-10 Employees
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Overview
Headquarters
Fmg Bldg, Palmerston North, Manawatū-Wha...Revenue
<$5 MillionIndustry
About Core Wealth Solutions
Core Wealth Solutions is a financial advisory firm based in the Central North Island, providing high-quality financial and investment advice for over 17 years. They offer a range of services including retirement planning, KiwiSaver, superannuation, and pension transfers from Australia and the UK. The team, led by a Certified Financial Planner and Chartered Accountant, focuses on helping clients make educated financial decisions to create, protect, and grow their wealth. Their intended clients are individuals seeking assistance with financial planning and investment strategies to achieve their financial goals.Explore more
SIC Code 62,628NAICS Code 52,523Show moreCore Wealth Solutions Org Chart
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Core Wealth Solutions Tech Stack
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Core Wealth Solutions is a financial advisory firm based in the Central North Island, providing high-quality financial and investment advice for over 17 years. They offer a range of services including retirement planning, KiwiSaver, superannuation, and pension transfers from Australia and the UK. The team, led by a Certified Financial Planner and C... Read More
