Wealth Works

Reviews, get directions and contact details for Wealth Works

About

Wealth Works Limited (WWL) is a Financial Planning Firm located in Ponsonby, Auckland. Welcome to our Facebook Page! Here are a few things you should know in relation to the use of this page: http://www.wealthworks.co.nz/t-c-s/social-media-disclaimer

Story

Mission

Helping you create the time and money so that you can sit back and enjoy life.

Impressum

Disclosure Statement: A disclosure statement is available on request and free of charge.

Products

Home Loans, Insurance, KiwiSaver, Residential Investment Property, Managed Investment Portfolios, Business Coaching, Estate Planning.

Address: 188 Quay Street, Auckland, 1010, New Zealand

Phone: 09-306 5820

Website

zn.oc.skrowhtlaew@olleh

State: Auckland

City: Auckland

Zip Code: 1010

Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

It was my first time getting financial advice and it was a great first experience. The team was helpful in designing a plan to fit my goals and provided suitable recommendations for the future

 8 years ago (11-07-2017)

Gitte and the team are awesome and super helpful!  They made me feel relieved and informed , I would recommend to anyone looking for help or advice with their finances and investments

 8 years ago (14-06-2017)

When deciding to take the plunge into the property market, we sought advice from Wealth Works after referral from a friend.
We thought we were financially savvy before but having the expertise of the Wealth Works Team beside us has lifted our financial status way beyond what we could have dreamed of doing alone.
The 'one stop shop' has meant fast and effective advice and action with little or no disruption to our busy life; not only gearing us up to invest in property opportunities, but handling the build, tenants and management.
Special thanks to Kim Gallie, Craig Smith and Sarah Po-Ching. Wihtout you we would not be where we are today, thank you.

 8 years ago (26-04-2017)

I 100% would recommend Wealthworks to anyone who is stressed about finances, realises that they aren't making the smartest decisions and would like some guidance or advice. You're in good hands!

I was introduced to Wealthworks in a workshop where two team members came to give us a basic run down of Financial Importance. Myself along with 12 other colleagues walked in with our own hesitations. These ranged from knowing how terrible we were with our money, to not knowing anything about financial management. By the end of the one hour session, we were all incredibly impressed by the Advisors ability to relate to the realities of our lives and some of the poor decisions we were making. 

My teams quite young, and none of us realised the importance of planning for retirement until this workshop, which was a huge eye opener for all of us.

I have had two consults with my Advisor for whom I have the utmost respect. I have met with Craig Smith and what I appreciate the most is he took the time to completely understand me as a person, my stressors, my struggles and what I value and was able to guide me and make me feel like I was normal with my decision making. 

Craig strikes an amazing balance between professional and personable. His approach, and I am confident this extends to the whole of Wealthworks, takes a practical approach that is tailored. The plan Craig presented with me with, that we will implement in my next session, specifically targeted each of my goals. 

Wealthworks provide a really comprehensive and easy to read breakdown of how you can meet, and in my case supercede my goals in a very reachable way. 

I am thoroughly impressed by the advice, professionalism and genuine Craig and his team have for my financial wellbeing, and the wider impact it has.

Thanks team!

 8 years ago (03-05-2017)

Professional and friendly, no pressure, able to work within our time frame. I felt their focus was on our needs and goals as they listened to exactly what we wanted. We are really looking forward to our next meeting.

 8 years ago (29-04-2017)

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