Company Tagline
Plant, Grow, Protect. Subscription-based, service driven financial planning with a difference.
Industry Category
Business Keywords
Company Description
Kauri Financial Planning Ltd is dedicated to providing comprehensive financial services designed to plant, grow, and protect your financial future. Operating on a subscription-based model, Kauri Financial Planning offers a unique, service-driven approach to financial planning, setting it apart in the industry.
Located at G Flr, 271 Willis Street, Wellington, 6011, NZ, Kauri Financial Planning is committed to delivering a personalised and collaborative experience tailored to help you achieve your financial life goals. The subscription model ensures that you always have access to a dedicated advisor who understands your plan and is invested in your financial prosperity.
Kauri Financial Planning specializes in a range of financial services, including financial planning, insurance, KiwiSaver, investments, and property. We invite the manager of Kauri Financial Planning Ltd to create a customized and exclusive company showcase and product listing on our platform to further enhance your commercial development.
Key Personnel / Employees
Compare Companies Side by Side
Compare Kauri Financial Planning Ltd with 3 companies in Financial-Services
| Comparison Field |
Kauri Financial Planning...Main Company |
Optimize Financial G...View Profile |
LCI SPORTSView Profile |
SAT Home Loan Pty Lt...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2009 | 2022 | 2015 |
|
Company Size
|
— | 201-500 | 2-10 | 2-10 |
|
City
|
Toronto, Ontario | Sydney, NSW | Parramatta, New South Wales | |
|
Country
|
Canada | Australia | Australia | |
|
Skills & Keywords
Comparing with main company
|
7 Total Skills
Financial Planning
Insurance
KiwiSaver
Investments
Property
Subscription-based financial services
Personal financial planning
|
12 Total
12 Unique
Unique Skills:
Debt Management
Education Savings
Executive & Business Services
Financial Advice
Investment Management
Loans
+6
|
10 Total
10 Unique
Unique Skills:
Accounting
Advisory
Business
Career
Legal
Lending
+4
|
10 Total
10 Unique
Unique Skills:
Budgeting
Debt Reduction
Estate Planning
Holistic Advice
Mortgage
Retirement
+4
|
4
Total Companies2009
Oldest Founded2
Countries38
Unique SkillsSimilar Companies
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Alternative Company Names
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