The Private Office NZ

www.theprivateoffice.co.nz

The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services. Since 2014, TPO has been providing comprehensive financial plans for a select group of private clients and we are proud to be the trusted advisor for many of New Zealand’s most successful families. We provide a boutique personalised experience and work on a collaborative basis to help our clients plan for the future and achieve their ideal lifestyle. Laetitia, Nick and Patrick bring together more than sixty years of experience in financial services and operate with a clear vision, to provide best practice advice to investors who are serious about structuring their financial affairs.

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The Private Office (TPO) is an independent Financial Planning firm specialised in the provision of tailored wealth management services. Since 2014, TPO has been providing comprehensive financial plans for a select group of private clients and we are proud to be the trusted advisor for many of New Zealand’s most successful families. We provide a boutique personalised experience and work on a collaborative basis to help our clients plan for the future and achieve their ideal lifestyle. Laetitia, Nick and Patrick bring together more than sixty years of experience in financial services and operate with a clear vision, to provide best practice advice to investors who are serious about structuring their financial affairs.

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Country

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City (Headquarters)

Auckland

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Employees

1-10

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Founded

2014

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