Planwise Limited

Financial Services Provider

★★★★★

5 Read 2 reviews on Google

Source: Google Business Profile. Reflects this firm's listing, not individual advisers.

Mount Maunganui

FSPR Registered

FSP Number: FSP772512

NZBN: 9429033618364

Team Size: 1 adviser

About Planwise Limited

What is Planwise Limited?

Planwise Limited is a financial services provider, based in Mount Maunganui, with 5 years on the FSPR register, and 1 appointed adviser on file.

How is Planwise Limited regulated?

Planwise Limited is registered on the Financial Service Providers Register (FSPR)as FSP772512, with first registration in 2021. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Planwise Limited offer?

Planwise Limited's scope of advice is recorded on the Financial Service Providers Register and in its Public Disclosure Statement. Refer to those sources for the binding scope.

Contact Information

Phone

Email

Not available

Website

www.planwise.co.nz

Address

11 Maunganui Road,Mount Maunganui,Mount Maunganui,3116,New Zealand

About Planwise Limited

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Location

North Tower, G2 11 Maunganui Road, Apartment 502/23 Maunganui Road, Mount Maunganui 3116, New Zealand · 5 other providers nearby

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Map tiles © OpenStreetMap, © CARTO. Office coordinates from Google Places.

Adviser Team

1 adviser

BG

Bruce Graham Cortesi

Financial Adviser

FSP105726

Based in Mount Maunganui

07 547 4266 View profile

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Why Choose Planwise Limited?

FSPR Registered - Licensed & regulated

5 Star Rating - 2 reviews

Adviser Team - 1 adviser

Consultation Available - Contact to enquire

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Important: FinanceAdvisers.co.nz is a lead generation service. We connect consumers with FSPR-registered financial advisers but do not provide financial advice ourselves.

The information on this page is general in nature and should not be relied upon as financial advice. Your personal circumstances should be considered before making any financial decisions.

Always verify adviser credentials on the Financial Service Providers Register.