Strategic Wealth Management Group

Finance · New Zealand · 1-10 Employees

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Overview

Headquarters

136 Customs St W L 4, Auckland, Auckland...

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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About Strategic Wealth Management Group

At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives. We provide personalised strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. As independent, fee-only advisers, we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counselling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected...and unexpected. We work as your partner, providing you with counsel on an ongoing basis. Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for you and for those you care most about.Explore more
Strategic Wealth Management Group's Social MediaPopular SearchesStrategic Wealth Management GroupStrategic WealthStrategic Wealth Management LtdSIC Code 62,628NAICS Code 52,523Show more

Strategic Wealth Management Group Org Chart

PhoneEmail
DK
New Zealand flag for contact location.

Investment Analyst

PhoneEmail
MG
New Zealand flag for contact location.

Financial Advisor

PhoneEmail
CK
New Zealand flag for contact location.

Investment Advisor

PhoneEmail

PhoneEmail
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Strategic Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

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Strategic Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding Strategic Wealth Management Group

What is Strategic Wealth Management Group's official website?
Strategic Wealth Management Group's official website is www.swmgroup.co.nz
What is Strategic Wealth Management Group's Revenue?
Strategic Wealth Management Group's revenue is $5.1 Million
What is Strategic Wealth Management Group's SIC code?
Strategic Wealth Management Group's SIC: 62,628
What is Strategic Wealth Management Group's NAICS code?
Strategic Wealth Management Group's NAICS: 52,523
How many employees does Strategic Wealth Management Group have?
Strategic Wealth Management Group has 1-10 employees
What industry does Strategic Wealth Management Group belong to?
Strategic Wealth Management Group is in the industry of: Finance, Securities Trading
What technology does Strategic Wealth Management Group use?
Some of the popular technologies that Strategic Wealth Management Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Plesk
What does Strategic Wealth Management Group do?

At Strategic Wealth Management, our mission is to help our clients make the most of their financial lives. We provide personalised strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. As independent, fee-only advisers... , we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counselling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected...and unexpected. We work as your partner, providing you with counsel on an ongoing basis. Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for you and for those you care most about.Read More

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

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