Company profile
Pāua Wealth Management
We believe New Zealand investors deserve truly independent advice and the better outcomes this delivers.
- Industry
- Financial Services
- Employees
- 8
- Headquarters
- Auckland
- Founded
- 2019
- Office locations
- 1
Pāua Wealth Management company summary
Pāua Wealth Management is a company in the Financial Services industry, headquartered in Auckland, founded in 2019. On LinkedIn the company has around 8 employees.
What technology does Pāua Wealth Management use?
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About Pāua Wealth Management
Pāua Wealth Management is an independent, boutique wealth advisory firm. We believe New Zealand investors deserve truly independent advice and the better outcomes this delivers. As an employee-owned firm, we have created a business that supports the independence and integrity of our advice, removes potential conflicts of interest, and gives back to New Zealand. We do not manufacture investment products, we are not incentivised to sell particular products or trade on clients’ portfolios, which can create conflicts of interest. We only receive fees agreed to by clients – so they can be confident that we act only in their best interests. We provide wealth management services to wholesale investor clients including high net worth individuals, family offices, select not-for-profit foundations and trusts. Recognising that every client’s situation is unique, we create bespoke portfolios to achieve our clients’ financial goals, including capital growth, capital preservation and succession planning.
Where is Pāua Wealth Management located?
Pāua Wealth Management lists 1 location.
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Pāua Wealth Management pauawealth.com | Financial Services | 8 | 2019 | Auckland |
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Frequently asked questions about Pāua Wealth Management
What does Pāua Wealth Management do?
Pāua Wealth Management is an independent, boutique wealth advisory firm. We believe New Zealand investors deserve truly independent advice and the better outcomes this delivers. As an employee-owned firm, we have created a business that supports the independence and integrity of our advice, removes potential conflicts of interest, and gives back to New Zealand. We do not manufacture investment products, we are not incentivised to sell particular products or trade on clients’ portfolios, which can create conflicts of interest. We only receive fees agreed to by clients – so they can be confident that we act only in their best interests. We provide wealth management services to wholesale investor clients including high net worth individuals, family offices, select not-for-profit foundations and trusts. Recognising that every client’s situation is unique, we create bespoke portfolios to achieve our clients’ financial goals, including capital growth, capital preservation and succession planning.
How many employees does Pāua Wealth Management have?
Pāua Wealth Management has around 8 employees on LinkedIn.
Where is Pāua Wealth Management headquartered?
Pāua Wealth Management is headquartered in Auckland.
When was Pāua Wealth Management founded?
Pāua Wealth Management was founded in 2019.
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