Wealth Management

Lighthouse Wealth (an associated company of Property Tax Returns) is here to light your path to success. We do this by helping New Zealander’s grow and protect their Wealth.

New Zealander’s are living busy lives focusing on their family, work and hobbies. We get so little spare time and certainly don’t want to spend that time dealing with our finances. Lighthouse Wealth can make the complicated and time consuming, simple and easy.

We are in the business of building long relationships with our clients built on trust.

We help our customers by providing:

+ Investment Advice

+ Personal Insurance Advice

+ Business Insurance

+ Consulting services (e.g. goal setting, budgeting, debt repayment strategies, etc.)

+ New Zealander’s Kiwisaver Advice

Want to know more?

Speak with a Wealth Adviser