Brand profile · Financial Services

Belmont Partners

Belmont Partners works in Financial Services, out of Auckland. Ownership is privately held; it publishes at belmontpartners.co.nz. It holds one address on record, all in New Zealand. The record counts 3 people. Tagged relationship property, succession planning and restructuring. The record links six similar brands, most of them in Accounting.

Profile live Privately Held Founded 2015 1 office country

Key facts

Counted staff
3
self-reported band not used
Founded
2015
11 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

TRUSTED - INDEPENDENT - EXPERT

Belmont Partners is a specialist consulting and chartered accounting firm that advises private clients on trusts and family business.

We consult to family owned enterprises to enable change, performance and value improvement. We are facilitators of outcomes to complex and difficult financial transactions and structural transition, including supporting legal teams with structuring of transactions and resolution of trust and business disputes.

We provide accounting and taxation compliance advice, access to private banking and private trust services, document management and record-keeping services, expense management, bill paying, bookkeeping services, family member financial education, support services, and governance.

Specialties

All 19 specialties
  • Financial Modelling
  • Independent Trustee
  • Independent Director
  • Family Office
  • Tax Compliance
  • Advisory Board
  • Business Plan
  • Forecasting
  • Trusts
  • Tax Consulting
  • Relationship Property
  • Business Structure
  • Accounting
  • Business Advisory
  • Private Clients
  • Succession Planning
  • Restructuring
  • International Taxation
  • Bookkeeping

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary NZ. Codes: NZ.1 countryprimary NZNZ
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryNZ

All codes: NZ

Addresses

  • NZAuckland CBD; AucklandPrimary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

2 employee profiles on record · names withheld.

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FAQ

How many people work at Belmont Partners?

The record holds 3 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does Belmont Partners have offices?

One address on record, New Zealand only. Primary: Auckland CBD, Auckland.

Has Belmont Partners raised funding?

None linked to this brand.

What does Belmont Partners list as its specialties?

19 tags on the brand's own list, among them relationship property, succession planning and restructuring.

Which companies are listed alongside Belmont Partners?

8 profiles list Belmont Partners as a peer — 82nd percentile in Financial Services. It lists ten peers of its own. Tax Pooling Solutions Limited and Tandem Group Business Advisors and Chartered Accountants list it back.

What is Belmont Partners's website?