Yovich & Co Wealth Management
Investment, Funds and Trusts • 
Whangarei, Northland, New Zealand • 1-10 Employees
Company overview
| Headquarters | 23 Rathbone Street, Whangarei, Northland 0110, NZ |
| Phone number | +6495533688 |
| Website | |
| SIC | 872 |
| Founded | 1968 |
| Employees | 1-10 |
| Socials |
Key Contact at Yovich & Co Wealth Management
Jarrod Goodall
Managing Director - Wealth Manager
Yovich & Co Wealth Management Email Formats
Yovich & Co Wealth Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@yovich.co.nz), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@yovich.co.nz | 66.7% |
{first initial}.{last name} | j.doe@yovich.co.nz | 33.3% |
About Yovich & Co Wealth Management
Plan for your future - Whatever stage of life you are in, it is important to develop a financial plan. Our investment process will help you uncover how you can start investing for your future, and enjoying your future. Invest for your future - We work with you to develop a plan that aligns with your goals, from saving for retirement to generating a passive income. Enjoy your future - We take pride in assisting our clients to become financially secure, and we take joy in seeing the freedom that affords our clients. That is our ‘why’. The ‘how’ comes from developing and implementing your investment plan. We are a local wealth management and investment advisory firm based in the Whangarei CBD, with a proud history of building clients’ wealth that dates back to 1968. At Yovich & Co, we pride ourselves on working with our clients to plan for their future, so they can enjoy the security and freedom their wealth affords them in later years. We aim to build investment portfolios of direct securities that give our clients control and flexibility, without the overly complicated fee structures charged by fund managers or banks. Whether saving for retirement, or investing your nest egg, we have a service designed for you. We provide you with personalised advice to plan and invest for your future, including developing and implementing an investment plan, and providing ongoing advice and administration. If you are happy to make your own investment decisions, we offer a basic investment broking service, with the ability to add administration and reporting services if required. Our clients get the benefit of discussing investment ideas in detail, and having access to third party research, before making any commitment. We have access to the New Zealand market and most international markets, including the Australian Securities Exchange, New York Stock Exchange, NASDAQ, London Stock Exchange, EURONEXT, Singapore Stock Exchange, and the Hong Kong Stock Exchange.
Yovich & Co Wealth Management revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Yovich & Co Wealth Management has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Yovich & Co Wealth Management has never raised funding before.
Yovich & Co Wealth Management Tech Stack
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