Brand profile · Investment Management

phwealth

phwealth runs an Investment Management operation from Dunedin, Otago. It is privately held, and its site is phwealth.co.nz. It holds two addresses on record, all in New Zealand. Headcount on record is 9. Its work is tagged retirement planning, kiwisaver and financial planning. The record links nine similar brands, most of them in Financial Services.

phwealth.co.nz LinkedIn

Profile live Privately Held Founded 2001 1 office country
Counted staff
9
self-reported 2–10 band
Founded
2001
25 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

phwealth offers investment advice, financial planning, retirement solutions and portfolio review services.

Specialties

All 5 specialties
  • Investment management
  • Financial Advice
  • KiwiSaver
  • Retirement Planning
  • Financial Planning

Related specialties

Locations

New Zealand

Country footprint

Offices in 1 countryCountry footprint: 1 country. Codes: NZ.1 countryNZ
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Countries1

All codes: NZ

Addresses

  • NZ293 Durham St N; North Lobby, Level 1; Christchurch, Canterbury 8013
  • NZ139 Moray Place; Dunedin, Otago 9012Primary

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Spending power

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Spending power

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Signals & hiring

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

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Headcount trend
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Financials

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

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Profit / loss
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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at phwealth?

9 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does phwealth have offices?

Two addresses on record, New Zealand only. Primary: 139 Moray Place, Dunedin, Otago 9012.

Has phwealth raised funding?

None linked to this brand.

What does phwealth list as its specialties?

Five tags on the brand's own list, among them retirement planning, kiwisaver and financial planning.

Which companies are listed alongside phwealth?

3 profiles list phwealth as a peer — 73rd percentile in Investment Management. It lists ten peers of its own. APRILIS MORTGAGES & INSURANCE and Evergreen Advice Limited list it back.

What is phwealth's website?

phwealth.co.nz