The Private Office 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.
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Verified contacts
7
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- DW
Dan Weale
Senior Client Director · General Business & Management
EmailPhone - NC
Nick Crawford
Senior Client Director · General Business & Management
EmailPhone - CW
Claudia Williams
Private Wealth Financial Adviser · Finance & Accounting
EmailPhone - SC
Sharmin Charania
Client Relationship Manager · Customer/Client Service
EmailPhone - LP
Laetitia Peterson
Founder · General Business & Management
EmailPhone
Showing 5 of 7 verified contacts
Top roles at The Private Office Nz
6 distinct titles indexed · top 6 shown.
- 2senior client director
- 1chief operating officer
- 1client relationship manager
- 1founder
- 1private wealth financial adviser
- 1wealth associate
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