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Key facts
Office countries
1
1 address
Company type
Partnership
self-reported
Description
Collinson Wealth Management was set up to provide specialist, independent investment advice initially for the clients of Collinson Forex.
In 1994 Collinson Forex was established because John Collinson recognised that the existing options for forex clients were not providing the service levels and transparency that people and business owners were demanding.
Over time it became apparent to John that the same issues existed around wealth management and Collinson Wealth Management was created to ensure the firm was fully meeting the demands of its clients.
All the partners at Collinson Wealth Management subscribe to these simple tenets:
We believe in providing independent and objective advice, with assistance based on informed analysis, prudent judgement, and diligence
We undertake to work exclusively for our clients, there are no exceptions
We undertake to provide transparency and aim to achieve the highest fiduciary standards and accuracy in handling client assets
We enable our clients to gain a deeper understanding of investment risk profiles and in turn a firm control of their investment affairs
"Let's make the time to start a conversation"
Contact Collinson Wealth Management on (09) 300 5237 or wealth@collinsonco.com
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | NZ |
All codes: NZ
Addresses
- NZLevel 3, Shortland Street; Auckland, Auckland 1010Primary
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Signals & hiring
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Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
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FAQ
Where does Collinson Wealth Management have offices?
One address on record, New Zealand only. Primary: Level 3, Shortland Street, Auckland 1010.
What does Collinson Wealth Management list as its specialties?
One tag on the brand's own list, among them wealth management.
Which companies are listed alongside Collinson Wealth Management?
Five peer profiles on record: Meedah Ventures Limited and Rosemont Thailand.