Cranfield Insurance & Investments, Limited
Insurance in Wellington
www.cranfieldinvestments.co.nz
Remember you found this company at Infodats
(04) 472352?
Address
Level 15, Equinox House, 111 The Terrace. Wellington Central.. 6011, Wellington, Wellington.Are you the owner or manager of this company?
What you should know about Cranfield Insurance & Investments, Limited
The Cranfield Group are specialists in Wealth Management and Risk Management, providing tailored investment solutions to high net worth individuals, family trusts, companies and company group schemes and insurance for individuals, families and small to medium business owners. We provide you with unbiased, customised investment and insurance strategies that meet your specific goals and requirements. Our expert advisers draw on more than 25 years’ experience in wealth and risk management to help you achieve long term wealth and safeguard your income, assets and business and can also guide you in obtaining professional advice on estate planning, tax and more. To provide you with the best financial advice, we regularly participate in ongoing education and training.
Our boutique company is family owned and not aligned with any financial organisation. This impartiality ensures that after analysing your current situation, we deliver unbiased recommendations on Wealth Management and Risk Management, as well as KiwiSaver and UK Pension Transfers and Australian Superannuation Transfers. We are also operators of Smart Insure, an insurance comparison website for life, health and income protection insurances. Our investment philosophy is based upon strong academic and scientific knowledge, grounded in Modern Portfolio Theory and strongly influenced by diversification strategies developed by Nobel Prize winning financial economists.
An active approach can also take advantage of an expanded investments opportunity set beyond what is contained in the index . Is a Certified Financial Planner CFPCM, and in addition, holds a Certificate in Financial Services. A banking background within both the Risk Management and Asset Management sectors, with five years’ experience working in the UK and Europe. Sam has been involved in the financial, investment and stocks and bonds markets for over 25 years and with insurance for a little less 23 years!. He is passionate about his clients' wellbeing and in providing advice to create more wealth and financial independence
Our boutique company is family owned and not aligned with any financial organisation. This impartiality ensures that after analysing your current situation, we deliver unbiased recommendations on Wealth Management and Risk Management, as well as KiwiSaver and UK Pension Transfers and Australian Superannuation Transfers. We are also operators of Smart Insure, an insurance comparison website for life, health and income protection insurances. Our investment philosophy is based upon strong academic and scientific knowledge, grounded in Modern Portfolio Theory and strongly influenced by diversification strategies developed by Nobel Prize winning financial economists.
An active approach can also take advantage of an expanded investments opportunity set beyond what is contained in the index . Is a Certified Financial Planner CFPCM, and in addition, holds a Certificate in Financial Services. A banking background within both the Risk Management and Asset Management sectors, with five years’ experience working in the UK and Europe. Sam has been involved in the financial, investment and stocks and bonds markets for over 25 years and with insurance for a little less 23 years!. He is passionate about his clients' wellbeing and in providing advice to create more wealth and financial independence
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