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THE PRIVATE OFFICE NZ
Who is THE PRIVATE OFFICE NZ?

The Private Office (TPO) is an independent Financial Planning firm specialized in tailored wealth management services since 2014. We provide a boutique, personalized experience and work collaboratively with a select group of private clients to plan for their future and achieve their ideal lifestyle....See more

Industry & Specialities
Banking Financial Services & Insurance (BFSI)
Others in Banking Financial Services & Insurance (BSFI)
Countries of Operation
New Zealand

Headquarters:

New Zealand

Company Type:

SME

Company size:

1-10 Employees

Year Founded:

2014 (12 years)

Address:

2 PRINCESS ST; AUCKLAND, AUCKLAND 2112, NZ


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Employees by Department

  • Operations (1)
  • The Rest (6)
  • Total (7)

Key Decision Makers

Laetitia Peterson
Founder
Sharmin Charania
Client Relationship Manager
Cecilia Krijt Le Roux
Wealth Associate
Claudia Williams
Private Wealth Financial Adviser
Employees by Seniority
C-level
1employees
Senior
2employees
Non-managers
2employees

Financials

LOW

spending power

Funding Status
Private
Associated Legal Entities
0 entities
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