A financial planning and insurance practice in Labrador Tower, Queenstown, which works mainly with business owners, executives and families who have more to protect. The practice, which trades as Private Wealth on its website, does financial planning, wealth management and estate planning. Its website describes a private client insurance product for high-end clients, with higher cover limits, as well as property and business insurance for owners and small businesses. The website also offers free one-to-one financial reviews for clients and their families, and regular updates on events.
Customers say the adviser is patient, knowledgeable and takes time to understand their situation. One who bought a car insurance plan through the practice describes the adviser as helpful, informative and professional. Another praises quick follow-ups, with no pressure to buy. A client who has known the adviser for years says the family financial plan is in good hands. One customer praised the practice's work on the use of AI in financial planning.
Within a kilometre there are seven other insurance providers listed. Of the four with ten or more reviews, none rates higher than this practice.
The office is at 1 Pasir Panjang Road, #07-01G, Labrador Tower, in Queenstown.