Aspiring Wealth Management
Financial Services • 
Wanaka, Otago, New Zealand • 1-10 Employees
Company overview
| Headquarters | Level 1, 99 Ardmore Street, Wanaka, Otago 9305, NZ |
| Phone number | +6439513871 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Investment Advice, Financial Advice, Wealth Management, Investment Portfolio Management, Investment Portfolio Administration, Bond And Other Investments, Facilitating Trading Of Shares |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contact at Aspiring Wealth Management
Hamish Taylor
Investment Advisor | Wealth Manager | Director
Aspiring Wealth Management Email Formats
Aspiring Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@aspiringwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@aspiringwealth.com | 100% |
About Aspiring Wealth Management
Aspiring Wealth Management is a company based in Wanaka, New Zealand specialising in the provision of wealth management and investment advisory services to individuals and their families. We provide advice on equity and debt securites listed on the New Zealand, Australian and international stock exchanges. We tailor each portfolio to provide the right mix of growth and income to ensure our clients financial goals are met. The quality of information is crucial to the quality of advice provided. We have access to company and industry reports, economic forecasts and portfolio strategies from leading wealth manager JBWere as well as access to other broker's research. Furthermore we have access to real time financial and market information to ensure immediate response to market conditions if need be.
Aspiring Wealth Management revenue & valuation
| Annual revenue | $236,260 |
| Revenue per employee | $237,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $756,032 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Aspiring Wealth Management has never raised funding before.
Aspiring Wealth Management Tech Stack
Discover the technologies and tools that power Aspiring Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Miscellaneous
Analytics
Miscellaneous
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Analytics
Analytics
Development
PaaS
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Reverse proxies
Analytics
Egypt
United States
United Kingdom
Australia
Frequently asked questions
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