Arbitrage Wealth Management Limited
About the Business
Welcome to Arbitrage Wealth Management Limited, a boutique financial planning company located at 4 Bond Street in Wellington, New Zealand. As an establishment focused on finance, we are dedicated to providing comprehensive financial services tailored to our clients' specific goals.
At Arbitrage, we understand the importance of confidentiality and take great care in considering what is important to each individual client. Our aim is to map out a financial security plan that aligns with your values and ensures a prosperous future for both you and future generations. We are here to partner with you, helping to grow and protect your wealth every step of the way.
Our range of services is designed to assist you in achieving your financial objectives and empowering your future. With our personalized and unique financial advisory services, we follow a structured process that is tailored to meet your individual goals. As part of this process, we offer investment services such as multisector balanced funds, sector funds, and KiwiSaver options.
In addition to investment services, we also provide comprehensive insurance coverage. Our team assesses your profile and carefully scopes out the market to find the best insurance products that suit your needs. Whether you require coverage for personal or business purposes, we have you covered.
Furthermore, we offer a range of additional services including mortgage brokering, domestic and commercial insurance, as well as connections to trusted lawyers and accountants. Our goal is to provide you with a holistic approach to financial planning, ensuring that all aspects of your financial well-being are taken care of.
Discover what Arbitrage can offer you and how we can help empower your financial future. As a boutique financial planning company, our sole interest is in your success. Visit us at Level 3, 4 Bond Street or contact us at PO Box 25163, Featherston St, Wellington 6146. We look forward to assisting you in achieving your financial goals and securing a prosperous future.
Photos
Location & Phone number
4 Bond Street, Te Aro, Wellington, New Zealand
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Cheers to Mario for sorting out my KiwiSaver and guiding me through transferring an Australian superannuation product back to nzl. Very knowledgeable and insightful. Made the whole process super easy. Cheers"
"Mario is an experienced financial planner. He works to give each client their own tailored strategy that will protect and grow wealth while reducing the associated risks."
"Great company, very professional and fantastic to deal with. If you are looking for finacial advice, talk to Mario."
"Mario is dedicated to doing an outstanding job. His experience and wealth of knowledge are highly commendable."
"Mario offers you his expertise along with a genuine interest to see you succeed. Any time spent with him is a wise investment."
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