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VerifiedFinancial Services· Founded 2023

Beta Financial Group

I have started Beta Financial Group so I can actively help my clients with the financial strategy and financial solutions needed at the start, middle and end of your journey to achieve, exceed & maintain your financial independence & stability. Aside to my obvious passion for financial education I am also a passionate rock-climber, which is where my company name has come from, in rock climbing its the community that helps you achieve & exceed your climbing goals and think beyond them, we freely share Beta (strategy & ideas) to fix the problem and deliver the solution, this is the environment I want for the financial world, this is my company philosophy for my clients and my people. My firm specialises in Risk Insurance, Investment Solutions and KiwiSaver Advice. We are also aligned with the best Mortgage Brokers in NZ to help with your lending needs. My main location for business is Queenstown. However help my clients nation wide and fly to Christchurch and Auckland often. Kind Regards Angharad Daniels

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Employees1(1 to 10)Founded year2023Websitebetafinancial.co.nzLinkedIn profileLinkedIn

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