Beta Financial Group
Financial Services • 
Queenstown, Otago, New Zealand • 1-10 Employees
Company overview
| Headquarters | Queenstown, Otago, New Zealand |
| Phone number | +64212855755 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Financial Literacy, Financial Advice, Income Protection, Life Insurance, Medical Insurance, Saving, Key Person Insurance, Trauma Insurance, Kiwisaver, Group Insurance Plans, Accidental Injury Cover, Workplace Medical Cover |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Beta Financial Group
Angharad Daniels
Director & Financial Advisor
Beta Financial Group Email Formats
Beta Financial Group uses 1 email format. The most common is {first initial} (e.g., j@betafinancial.co.nz), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@betafinancial.co.nz | 100% |
About Beta Financial Group
I have started Beta Financial Group so I can actively help my clients with the financial strategy and financial solutions needed at the start, middle and end of your journey to achieve, exceed & maintain your financial independence & stability. Aside to my obvious passion for financial education I am also a passionate rock-climber, which is where my company name has come from, in rock climbing its the community that helps you achieve & exceed your climbing goals and think beyond them, we freely share Beta (strategy & ideas) to fix the problem and deliver the solution, this is the environment I want for the financial world, this is my company philosophy for my clients and my people. My firm specialises in Risk Insurance, Investment Solutions and KiwiSaver Advice. We are also aligned with the best Mortgage Brokers in NZ to help with your lending needs. My main locations for business are Auckland and Queenstown. Kind Regards Angharad Daniels
Beta Financial Group revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Beta Financial Group has never raised funding before.
Beta Financial Group Tech Stack
Discover the technologies and tools that power Beta Financial Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript frameworks
Security
JavaScript frameworks
Analytics
Miscellaneous
PaaS
United States
Frequently asked questions
4.8
40,000 users
