sam kodi

When it comes to securing your financial future, we know there is a lot for you to think about which is why so many people are tempted to put financial planning in the too hard basket. But we make getting sound financial advice easy. Our holistic approach looks at all areas of your finances identifying avenues for growth as well as any potential threats to your financial goals and wellbeing. We work collaboratively with you to create a tailor-made financial plan aligned to your goals. Not sure what your goals are? Well, we can help you there too.

Financial Services
Auckland, Auckland Region
Founded in unknown
1-10 employees

When it comes to securing your financial future, we know there is a lot for you to think about which is why so many people are tempted to put financial planning in the too hard basket. But we make getting sound financial advice easy. Our holistic approach looks at all areas of your finances identifying avenues for growth as well as any potential threats to your financial goals and wellbeing. We work collaboratively with you to create a tailor-made financial plan aligned to your goals. Not sure what your goals are? Well, we can help you there too.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
unknown
Employee Range
1-10
Revenue Range
Not available

Location

Address
315A Pakuranga Road, Auckland Pakuranga
City
Auckland
Region
Auckland Region
Postal Code
2010
Country
New Zealand

Web Presence

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