π 526 Victoria Street, Hamilton Central, Hamilton
π Address: 526 Victoria Street, Hamilton Central, Hamilton 3204, New Zealand
π Phone: +64 508 946 3767
π Website: windsorwealth.co.nz
Brett is very helpful and understanding of your financial situation, with a broad knowledge base. I wouldn't hesitate to recommend Brett.
I have been dealing with Brett and Aimee for some months now and they have provided first rate professional assistance and advice. I cannot recommend them highly enough for the service provided through a somewhat difficult process to bring UK Pensions across to NZ.
Brett & Aimee have been incredible, I highly recommend them. I initially got in touch to sort out my UK pension transfer, and have now used them for my mortgage, insurance and kiwi saver. So helpful and quick to answer all my questions. I wouldn't use anyone else.
Brett & Aimee couldnβt have helped us more. Bring immigrants we needed help with pension transfers, Kiwi saver as well as extra support negotiating the NZ mortgage market which was totally new to us. We got sorted with a lawyer and also signposted for insurance. Great advice and the team really made such an admin heavy few months so much easier to navigate. If only we had a decent amount of money to invest!
I highly recommend Brett and cannot thank him enough for the work he put in with my recent mortgage application. He is highly competent and achieves great results. Having used him on a few occasions now for a pension transfer and mortgage applications I wouldnβt hesitate to use him again for assistance in these fields.
We would like to thank Brett for making our dream a reality. He is incredible to deal with, always answering our questions and taking us through the process step by step. Thank you for your patience and professionalism.
I have recently moved my UK pension over to NZ with Windsor Wealth Management. I chose them based on some reviews in a private Facebook group. I've been very impressed with their service and would be happy to recommend. When I initially had a video call with Brett I felt that he didn't try to sway me in any particular way, and gave me quite neutral and honest advice about my options. It was quite a long process to get all three of my pensions moved, and I wasn't the most responsive to emails due to a busy life with a young baby - but he and his assistant were very patient with me and so helpful. I'm looking forward to working with Brett in the future and I feel my pension and Kiwisaver are in capable hands.
Brett is so easy to work with. He gives me the right level of detail of information and really listens to my needs and wants without being pushy. I feel confident about the advice he gives me and comfortable talking to him. I would recommend Brett for any financial advice.
I would highly recommend Brett Sargent at Windsor Wealth. Brett has a wealth of knowledge and experience and takes the time to explain things clearly. He provided quality financial advise and I very much appreciated his help.
Windsor Wealth Management is located at 526 Victoria Street, Hamilton Central, Hamilton 3204, New Zealand
You can contact Windsor Wealth Management at +64 508 946 3767
You can find directions to Windsor Wealth Management by following this map link
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