Windsor Wealth Management - Mount Eden
About Windsor Wealth Management
Like you, my wife and I are on the journey of building our wealth. We’ve got a plan to pay down our debt and build up our investments, so that we can reduce our insurance cover over time and create a retirement worth waiting for.
So why not join us? Whether you’re seeking your first or your fifth mortgage, I’ll ride the highs and lows with you. I’m here to help you protect what matters most, create a solid financial plan and build a future you can only dream about.
And when all the important things are taken care of by an adviser you can trust, you’ll get to experience your own good night’s sleep
Contact Windsor Wealth Management
| Address : | Windsor Wealth Management 16 Milton Road, Mount Eden, Auckland 1024, New Zealand |
| Phone : | π +8977 |
| Postal code : | 1024 |
| Website : | http://www.windsorwealth.co.nz/ |
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Carly Mills on Google
β β β β β Brett and Warrick have both been great to work with from the start. Between them both they helped us through insurance policies, changing banks with our mortgage and also has great understanding of the ways of 'The Barefoot Investor' which was an added bonus to us. Everything is smooth and easy with details/pros/cons clearly explained. Brett has always been incredibly responsive with messages, phone calls and Aimee always at the end of an email to sort everything out. Would highly recommend Windsor Wealth
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Jo McDonald on Google
β β β β β After outstanding service from Brett with my insurances I went on to work with Warrick on mortgage advice. Nothing is ever too much trouble. Expert and friendly advice, and great to deal with. Highly recommend.
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Arielle Tai on Google
β β β β β Brett keeps it simple and offers solid practical advice and solutions. I found him really helpful and calming to work with, which is especially useful for someone who isn't particularly knowledgeable or confident when it comes to their finances. Highly recommended.
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Lisa Wilkin-Krug on Google
β β β β β Highly recommend Brett and the team - the quality of advice and approach is just what we wanted - what was right for us rather than what might be cheap but of low value, or expensive and more cover than we needed. Especially like that Brett shares his own story so you know he does this with his own money/family. Great to have investment and insurance advice in one place (and bank lending but we didn't need that). Excellent to deal with: responsive, personable, extremely efficient and takes a long term view.
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Jisun Moir on Google
β β β β β We used Windsor Wealth Management for insurance. Very happy with the advice and practical approach to recommend us what would be enough cover, but not paying too much. I was disappointed not to be able to go with his recommendations as our circumstances changed in the meantime. We would happily go back to Brett in the future for further advice.
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Lynn Wilson on Google
β β β β β Brett and Warrick would have to be two of the most patient, understanding and knowledgeable guys I have dealt with on my journey of home ownership and wealth creation. Without going into my personal details, Brett has been a huge part of my financial journey. Having been a 'latecomer' to understanding and controlling my finances, I have always felt empowered after chatting with them and encouraged to 'go harder' toward my goals. I am so grateful for their expertise and for them being two of the most decent guys you could ever meet.
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Mark Grocott on Google
β β β β β My wife and I recently had a couple of Investment advice sessions with Brett from Windsor wealth management. Brett delivered exactly what we were after; he listened to us, and delivered professional, bespoke and creative advice. We felt in safe hands, Brett has deep knowledge and an approachable style. We would strongly recommend WIndsor.
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Robert Hart on Google
β β β β β Brett's wealth of knowledge and experience, combined with his ability to explain everything in simple terms is a winning combination. We have benefited multiple times from his expertise and support and feel very lucky to be able to call on him when needed, while his proactive contact is always well timed. If you want a financial advisor you can trust and has his client's needs front and centre at all times - look no further.
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