We like getting to know you, and helping you achieve in life and business. Just like you, some of us are married, have children. We own property and take pride in our prized possessions. We have family and friends who own farms and run businesses. We save for our futures, we think about our retirement, and we wish to provide for our families even after we are gone. In others words, we’re pretty normal, well normal but different. Our difference is we happen to be fully qualified insurance and financial advisers who recognise everyone is unique, and their circumstances require unique solutions. While each of the WealthDesign team specialises in different areas, our common denominator is the relationships we have with our clients. We get to know you, what you value, and what you want out of life and business. We help you to achieve, and we celebrate your successes with you.
| Website | https://www.wealthdesign.co.nz |
| Revenue | $4 million |
| Employees | 3 (0 on RocketReach) |
| Founded | 1998 |
| Address | 7 Grey St, Palmerston North, Manawatu-Wanganui, NZ |
| Phone | +1 303-892-5700 |
| Fax | (646) 355-5845 |
| Technologies | |
| Industry | Financial Services, Investment Banking, Finance |
| Keywords | Financial Planning, Financial Advisory, Financial Security, Wealth Management, Portfolio Management, Long-Term Planning, Investment Advice, Investment Strategies, Legacy Planning, Retirement Planning, Retirement Solutions, Financial Growth, Estate Planning, Estate Strategies, Tax Planning, Tax Optimization, Insurance Planning, Risk Management, Business Planning, Wealth Preservation |
| Competitors | Velocity Financial, Capital Planning Corporation, New Zealand Risk Solutions Ltd, OakFinancial.co.nz (view competitors) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523920 Companies, NAICS Code 5239 Companies, NAICS Code 52392 Companies, NAICS Code 523 Companies |
Looking for a particular WealthDesign Ltd employee's phone or email?
The WealthDesign Ltd annual revenue was $4 million in 2026.
WealthDesign Ltd is based in Palmerston North, Manawatu-Wanganui.
The NAICS codes for WealthDesign Ltd are [52, 523920, 5239, 52392, 523].
The SIC codes for WealthDesign Ltd are [628, 62].