Our Mission
To help New Zealanders to successfully transition through the financial stages in their lifetime and beyond.
The team at Taimana Wealth believe in:
Doing the right thing, which is often more important than doing things right.
Putting ourselves in your shoes with the aim of understanding what matters most to you.
Transparency in business and not afraid to share our experiences, both bad and good.
Lifelong learners, every day being a school day, and continuously striving to use the best research for robust solutions in assisting you to achieve your objectives.
Asking questions to understand your views on life and money before creating a plan.
Building relationships to discover the deeper thoughts and beliefs impacting financial decisions that are usually revealed in a trusted relationship.
Constant improvement and an unwavering desire to do the best for you.
High standards in both our own business and personal lives.
Controlling what we can and being honest about probable outcomes, so that you have realistic expectations about your wealth.
Disciplined approach to navigating changing markets and providing you with a clear idea of the challenges and choices that will lead to a more enjoyable and promising future.
