Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
3
self-reported 2–10 band
Founded
2025
1 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Founder of Provincial Wealth, Dave Lucas, commenced providing financial advice in Auckland from 1981. In 2013 he moved to the Wellington/Wairarapa region. His industry experience has involved all areas of personal finance and business risk management. Dave is the key adviser in the business and holds the globally recognised mark, Certified Financial Planner.
Our firm has a complete and inclusive methodology in helping people achieve their financial independence. We do this by employing a precise 6-step process that puts client’s best interest first. As an adviser, Dave belongs to the following associations and complies with their code of ethics and practices:
∞ Financial Advice NZ – Trusted Adviser and Certified Financial Planner ∞ The Million Dollar Round Table - USA - Life member
There is a requirement to maintain a high professional level of conduct as a member of these associations which is above the minimum standards set by the Financial Markets Authority and the Code of Professional Conduct.
We pride ourselves on managing our advice process in such a way that you are kept up to date on a regular basis with monitoring of the goals-based advice provided. With our strong ethic toward continuing education, staying in touch with the global economic conditions and our evolving investment philosophy, our advice will deliver relevant recommendations.
In our day-to-day work, we use independent research from several major local and global research companies, to blend investment and insurance advice that will guide you towards financial independence. Our administration team follow a clear focus, you are our priority and that we will attend to all enquiries promptly and professionally.
Our Advice Process
We will consistently employ a series of vital steps to help you achieve your goals and dreams
Specialties
- financial planning
- cashflow management
- property investment
- investment advice
- insurance
- financial advice
- wealth management
All 8 specialties
- Financial Advice
- Financial Planning
- Investment Advice
- Property Investment
- Insurance
- Kiwi Saver
- Cashflow Management
- Wealth Management
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | NZ |
All codes: NZ
Addresses
- NZ81 Main Street; Suite 2; Greytown, Wellington 5794Primary
Grid intelligence Members
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
1 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
How many people work at Provincial Wealth Ltd?
3 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Provincial Wealth Ltd have offices?
One address on record, New Zealand only. Primary: 81 Main Street, Suite 2, Greytown, Wellington 5794.
Has Provincial Wealth Ltd raised funding?
None linked to this brand.
What does Provincial Wealth Ltd list as its specialties?
Eight tags on the brand's own list, among them financial planning, cashflow management and property investment.
Which companies are listed alongside Provincial Wealth Ltd?
1 profile lists Provincial Wealth Ltd as a peer — 42nd percentile in Financial Services. It lists two peers of its own. DSK Engineering - New Zealand lists it back.