Pacific Wealth is a specialist independent wealth management firm dedicated to helping new migrants and returning Kiwis navigate international complexities and achieve long term success here in New Zealand.
We are authorised by the New Zealand government’s Financial Markets Authority (FMA) to provide financial advice.
Licence #: FSP112724
All our advisers are members of the Institute of Financial Advisers (IFA), or the Professional Advisers Association (PAA) both of which demand high standards of ethics and ongoing education.
All advisers are covered by professional Indemnity Insurance.
Because Pacific Wealth is not affiliated with any one investment product or fund, we can provide you with a range of products and solutions tailored for your individual requirements. That is the power of independence.
See the links below for our fees & disclosure below.
Contact us or book a time to talk that suits you.
We do not charge for initial meetings.
