NUVIEW WEALTH SOLUTIONS IS THE TRADING NAME OF NUVIEW LIMITED. We are a family owned business with Ken Martin (P.N advisor) and his partner Claudia Dianu. While Nuview is privately owned we have a longstanding and close relationship with NZ Funds Management.
For our estate Planning we use Heritage Trustee Company, we also offer an income tax service for our clients and prospective clients. Our brokerage arrangements are with major insurance companies, operating in New Zealand. We are not tied to any of them, and prefer to look for the solution that best fits each individual client. Each of our advisers are Authorised Financial Advisers, and operate to the Code of Conduct for AFA’s.
Nuview Wealth Solutions are audited every two years to confirm compliance with the Anti Money Laundering and Counter Financing of Terrorism Act (AML/CFT), and have been audited by the Financial Markets Authority (FMA). We hold a Financial Advice Provider (FAP) full licence, and are currently members of the Insurance and Savings Ombudsman Dispute Resolution Scheme.
Our goal is to provide clients with well written, easily understood, and achievable Financial Strategies, based on the clients’ individual circumstances.
