Following a successful acquisition in July, we’ve been planning, building, and refining Venture. We’re proud to officially launch Private Wealth services to the suite of Venture offerings, alongside our new website. Venture offers Private Wealth advice, Insurance Broking services, and soon to be Mortgage broking.
Our mission is simple – to help people achieve those goals through independent advice, planning, intelligent investing, and genuine partnership.
As the director of Private Wealth at Venture, everything starts with our clients’ goals.
To achieve this our advisers follow 5 principles:
– Be invested alongside their clients
– Do their own research
– Use every tool available
– Give clients the time and care they deserve
– Deliver the best balance of risk and return possible
We’re lucky here in New Zealand to work alongside incredible partners — Wealthpoint Ltd, Consilium, CIMA Society Asia Pacific, and Morningstar (and all the other great investment partners) — who give us the tools, research, and insight to keep delivering high-quality advice for our clients, now and into the future.