Search Icon

Wealth Works

  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon

Auckland, New Zealand

wealthworks.co.nz
Financial consultant· Insurance agency· Financial planner· Mortgage broker

Wealth Works Reviews | Rating 3.7 out of 5 stars (5 reviews)

Wealth Works is located in Auckland, New Zealand on 188 Quay Street, Auckland CBD. Wealth Works is rated 3.7 out of 5 in the category financial consultant in New Zealand.

Address

188 Quay Street, Auckland CBD

Phone

+64 93065820

Amenities

Toilets

Accessibility

No wheelchair-accessible entrance

Open hours

...
Write review Claim Profile
K

Karen Foster

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

M

Maliana Ioane

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

K

Kim May

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.

E

Ekta Sharma

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!

L

logspiral

These guys have been my financial advisors for a couple of years. In the first year I had three different advisors. I lost trust then, and it hasn't been regained since. I think that it's because I'm a small fish, rather than a really wealthy client. But isn't that the point of an agency such as this, to build your wealth? I'm really very disappointed.

Top 10 companies in Financial consultant category in New Zealand

Close