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saturn portfolio

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Saturn Portfolio is a financial advisory business that helps people make the right financial decisions. Our business model enables us to provide impartial advice because we are not aligned to any product provider and staff are paid salaries, not commissions. All our advisers are authorised by the Financial Markets Authority to provide financial advice and investment planning services. The Saturn business has origins dating back to 1988 and our 17 staff and directors collectively have more than 300 years of financial services experience. We have an investment committee responsible for the oversight of investments we recommend to clients which is supported by 3rd party research from Morningstar, an international research house. We don't handle client money and use a 3rd party investment administration service (ASB owned Aegis) to administer client portfolios. We have offices in Auckland and Christchurch, New Zealand.

Saturn Portfolio is a financial advisory business that helps people make the right financial decisions. Our business model enables us to provide impartial advice because we are not aligned to any product provider and staff are paid salaries, not commissions. All our advisers are authorised by the Financial Markets Authority to provide financial advice and investment planning services. The Saturn business has origins dating back to 1988 and our 17 staff and directors collectively have more than 300 years of financial services experience. We have an investment committee responsible for the oversight of investments we recommend to clients which is supported by 3rd party research from Morningstar, an international research house. We don't handle client money and use a 3rd party investment administration service (ASB owned Aegis) to administer client portfolios. We have offices in Auckland and Christchurch, New Zealand.

Primary SectorInvestment Management
Workforce Size11-50 Employees
Global HQAuckland, New Zealand
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Investment Management
Company Type
Privately Held
Founded
Undisclosed
Employee Bracket
11-50
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
143 Quay St Auckland
City
Auckland
Region / State
Auckland Region
Postal Code
1010
Country
New Zealand

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainsaturnportfolio.co.nz
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LinkedIn NetworkActive Profile
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