Windsor Wealth Management
About the Business
Welcome to Windsor Wealth Management, located at 526 Victoria Street, Hamilton, New Zealand. As a leading establishment in the finance industry, we pride ourselves on providing exceptional financial solutions tailored to meet your unique needs.
At Windsor Wealth Management, we understand that managing your wealth is a crucial aspect of securing your financial future. With our team of experienced professionals and comprehensive range of services, we are committed to helping you navigate the complexities of the financial world and achieve your financial goals.
Our dedicated team of financial advisors possesses extensive knowledge and expertise in various areas of finance, including investment management, retirement planning, tax strategies, and estate planning. We believe in building long-lasting relationships with our clients, and our advisors work closely with you to develop personalized strategies that align with your financial objectives.
As a point of interest in Hamilton, we strive to create a warm and welcoming environment where you can feel comfortable discussing your financial concerns and aspirations. Our institution is equipped with state-of-the-art technology and resources, enabling us to provide you with the highest level of service and support.
Whether you are a seasoned investor looking to diversify your portfolio or someone just starting their financial journey, we are here to guide you every step of the way. Our commitment to transparency, integrity, and client satisfaction sets us apart from other financial institutions, making us a trusted partner in helping you achieve financial success.
At Windsor Wealth Management, we believe that financial well-being is not just about accumulating wealth, but also about protecting and preserving it for future generations. Our holistic approach to wealth management ensures that all aspects of your financial life are considered, allowing you to make informed decisions and secure a prosperous future.
We invite you to explore our website and learn more about the range of services we offer. Whether you are seeking investment advice, retirement planning, or assistance with tax strategies, Windsor Wealth Management is here to provide you with the expertise and guidance you need.
Contact us today to schedule a consultation and take the first step towards a brighter financial future. Let us help you navigate the ever-changing financial landscape and unlock the full potential of your wealth. Windsor Wealth Management – your trusted partner in financial success.
Photos
Location & Phone number
526 Victoria Street, Hamilton Central, Hamilton, Waikato 3204, 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
"We would like to thank Brett for making our dream a reality. He is incredible to deal with, always answering our questions and taking us through the process step by step. Thank you for your patience and professionalism."
"I have recently moved my UK pension over to NZ with Windsor Wealth Management. I chose them based on some reviews in a private Facebook group. I've been very impressed with their service and would be happy to recommend. When I initially had a video call with Brett I felt that he didn't try to sway me in any particular way, and gave me quite neutral and honest advice about my options. It was quite a long process to get all three of my pensions moved, and I wasn't the most responsive to emails due to a busy life with a young baby - but he and his assistant were very patient with me and so helpful. I'm looking forward to working with Brett in the future and I feel my pension and Kiwisaver are in capable hands."
"Brett is so easy to work with. He gives me the right level of detail of information and really listens to my needs and wants without being pushy. I feel confident about the advice he gives me and comfortable talking to him. I would recommend Brett for any financial advice."
"I would highly recommend Brett Sargent at Windsor Wealth. Brett has a wealth of knowledge and experience and takes the time to explain things clearly. He provided quality financial advise and I very much appreciated his help."
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