Hobson Wealth
About the Business
Welcome to Hobson Wealth, located at 53 Spring Street in Tauranga, New Zealand. As an establishment in the finance industry, we are dedicated to helping you achieve your financial goals and objectives.
At Hobson Wealth, we offer a range of services to assist you on your investment journey. Our team of experts provides investment planning analysis, assessing your goals and risk tolerance. We specialize in portfolio management, offering comprehensive monitoring, administration, and reporting to ensure your investments are performing optimally.
With a client-specified mandate, we tailor our portfolio management services to meet your specific requirements. We also provide point-in-time advice based on your specifications, accompanied by administration and reporting support.
Our commitment to delivering exceptional service is reflected in the testimonials of our satisfied clients. One client, Ms Kirsty Shiach, has been receiving exemplary service for over 30 years. Another client, Tony Sutherland, trusts our investment strategies and has seen outstanding returns. We are proud to have earned their recommendations.
While we strive to provide accurate information, we recommend that you seek financial, legal, and taxation advice before making any investment decisions. Our goal is to ensure the appropriateness of our services to your individual situation.
Please note that the information on this website is a general description of Hobson Wealth and its services. Before acting on any information, it is important to consider its appropriateness in relation to your objectives, financial situation, and needs. We encourage you to seek advice tailored to your specific circumstances.
It is important to note that the information provided on this website does not constitute advice, an invitation, an offer, or a solicitation to buy or sell any financial product or security, or to engage in any investment activity. Additionally, certain products and services mentioned may not be suitable for everyone and may not be available in all jurisdictions.
Thank you for considering Hobson Wealth as your trusted partner in financial planning and investment management. We look forward to helping you navigate the path to financial success.
Location & Phone number
53 Spring Street, Tauranga, Bay of Plenty 3110, New Zealand
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Recommended David from Hobson Wealth to some family members and they've had a great experience with David. Really friendly and approachable, listened to their needs. Highly recommend"
"David and the team at Hobson Wealth are great to deal with. They really took the time to understand what type pf investor I am and told me how they can help. The portal for customers is fantastic and I can login to see my investment grow. Highly recommended."
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