Dunotter Strategic Wealth Limited
About the Business
Welcome to Dunotter Strategic Wealth Limited, a premier institution located in the picturesque town of Ōtāne, along State Highway 2 in New Zealand. We are proud to be a multi-faceted establishment, offering a range of services in the fields of accounting, finance, insurance agency, and overall financial management.
At Dunotter Strategic Wealth Limited, we understand that navigating the complex world of finance and wealth management can be overwhelming. That's why our team of highly skilled professionals is dedicated to providing tailored solutions to meet your unique needs, ensuring your financial success and peace of mind.
As an accounting firm, we offer comprehensive services that go beyond simply crunching numbers. Our experienced accountants are well-versed in all areas of taxation, bookkeeping, and financial reporting. Whether you're a small business owner seeking assistance with your financial statements or an individual looking for expert tax advice, we've got you covered.
In addition to our accounting services, we are a trusted establishment for all your financial needs. Our finance department specializes in offering customized solutions for investments, retirement planning, and wealth accumulation. We take the time to understand your financial goals and create strategies that align with your aspirations, ensuring a secure and prosperous future.
Understanding the importance of safeguarding your assets, our insurance agency provides comprehensive coverage options to protect you, your loved ones, and your valuable possessions. From life insurance to home and car insurance, we work closely with reputable insurance providers to offer you peace of mind and financial protection.
Beyond our expertise in accounting, finance, and insurance, Dunotter Strategic Wealth Limited is also a point of interest in the community. We actively engage with local businesses, organizations, and individuals, fostering strong relationships and contributing to the growth and prosperity of the region.
When you choose Dunotter Strategic Wealth Limited, you can expect personalized attention, transparent communication, and unwavering commitment to your financial success. Our team is dedicated to providing exceptional service, ensuring that you receive the highest level of professionalism and expertise.
Visit us today at our conveniently located address on State Highway 2 in Ōtāne, New Zealand, and experience the difference that Dunotter Strategic Wealth Limited can make in your financial journey. Let us be your trusted partner in achieving your financial goals and securing a prosperous future.
Location & Phone number
192 State Highway 2, Ōtāne, Hawke's Bay 4276, New Zealand
Hours open
Monday:
8:00 AM - 7:00 PM
Tuesday:
8:00 AM - 7:00 PM
Wednesday:
8:00 AM - 7:00 PM
Thursday:
8:00 AM - 7:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We engaged Peter last year to assist with our financial planning - specifically guidance with future investments. This was unfamiliar territory for us, however, Peter was great at breaking down his process, approach and demystifying the world of financial planning. After gathering our details he was quick to respond with a plan, including additional things we hadn't even considered such as transferring our UK pension schemes (which he's been helping us navigate). We're looking forward to working with Peter further and leaning into his knowledge to guide us in our future financial planning and investments."
"I found Peter in a web search by his credentials and then found he was based in same area as we were. We were at a stage in life where we have some assets, but aren’t really sure where to go / do next and understanding our financial situation seemed like next best step. Peter’s knowledge and down to earth style made us feel immediately comfortable with him. His presentation of his analysis was straightforward and professional. He ran a few scenarios and provided answers to our questions and we also felt reassured in decisions we had already made. - Jennifer Leaf"
"I spoke to peter over the phone, explained my situation and was extremely impressed and relieved to find someone who gave straight answers, didn’t mix their words and had my interests in mind and not his own, I felt much better about the direction I was heading in from just a 20 minute call. Will definitely be using peter in the future"
"Very professional. Peter has a wealth of knowledge in worldwide investment and was hugely pivotal in ensuring the smooth sailing of our family succession plan. His fresh ideas, ability to relate to people and thinking outside the square when it came to finances have been an asset to our business and insuring the framework is well developed for the next generation. Thankyou"
"Very friendly and professional. Advice received has been very beneficial."
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