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Successful Money Management Seminars and Resource Financial Planning
Financial Services in Auckland Region area
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Our address
40 Hurstmere Rd Takapuna Auckland,
Auckland Region
,
New Zealand
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Our phone(s)
09 489 6860
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Our fax
No fax number yet.
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Our website
No website yet.
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Services offered
Financial Planning, Investment Management, KiwiSaver, Australian Super, Private Wealth Management, Specialized advice across all asset classes
Expertised in Financial Services
Business Finance,Financing, Financial Planning, Personal Loans, Investments, Debt Consolidation, Portfolio Management, Loans, Mortgages, Investment Plan
Areas serviced
we are providing services in Takapuna, North Shore
Payment options
MasterCard, VISA, American Express, Cash, Personal Cheques, Direct Debit, Direct Credit (Internet banking, phone banking), EFTPOS, Diner's Club
Additional info
Financing, Personal, Business, Mortgages, Cars
Availability/ Opening hours
The shopping hours and days of the business Successful Money Management Seminars and Resource Financial Planning are:
Open Now
Today: 09:00am-05:00pm
Welcome to Successful Money Management Seminars and Resource Financial Planning – your trusted financial partner in the vibrant Auckland Region! Since our establishment over a decade ago, we've been committed to helping individuals and businesses navigate the complex world of finance with confidence and clarity. Our mission is simple yet profound: Empowering dreams through effective financial strategies. We understand that everyone has unique financial goals and challenges, which is why we take the time to truly understand your needs, aspirations, and fears before offering tailored solutions. Whether you're a budding entrepreneur seeking business finance, an individual planning for investments, or a family looking to consolidate debt, our team of seasoned professionals is here to guide you every step of the way. At Successful Money Management Seminars and Resource Financial Planning, we believe that financial wellness is not just about numbers, but also about creating long-lasting relationships based on trust, transparency, and mutual respect. We pride ourselves on our personalized approach – offering comprehensive financial planning services, from crafting custom investment portfolios to managing your debt consolidation process effectively. But that's not all! Our commitment to education extends beyond our professional services. Through regular seminars and workshops, we aim to educate the community about smart money management practices, fostering financial literacy and independence. Located in the heart of Auckland, we invite you to join our ever-growing family of satisfied clients. Together, let's turn your financial dreams into reality – one smart decision at a time!
Reviews
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Bad
“we been there at 2;40pm for my 10 months baby appointment at 2;45pm. we were sitting in the waiting area aand baby was playing and laughing.The reception lady asked us to go out as my baby was laughing loud. we were so upset as it was so hot and no one can ask you to go out just because the baby laugh.It makes me so upset . it was so hot outside. i asked for witing time while we came back inside, the lady said you were too early so you have to wait. Annoying experience. Will change the doctor.”
Outstanding
“Prompt, friendly, professional and efficient service. Will definitely utilise their services again if needed”
Excellent
“Great place to give challenging youth a second chance”
Excellent
“Highly recommended these guys!! They certainly go above and beyond to get a job done.”
Bad
“Would be great if they had in their shop window their hours of business or even on Facebook ”