Ben McDaid's Contact Details

Ben McDaid's Company Details

Optima Wealth

Christchurch, Canterbury, New Zealand • 1 Employees
Financial Services

At Optima Wealth we help shape your financial future with practical and prudent advice and services to grow and protect your wealth. When it comes to investment, our philosophy is to minimise costs and focus only on high quality sources of good returns supported by reputable, independent research. We are a boutique financial advisory company that takes a true partnership approach. We really get to know you and your financial situation so we can tailor a solution that confronts any challenges and ultimately realises your financial ambitions. Through a combination of sound investing and straight up, honest advice on spending and saving, we believe any financial goal can be achieved. Backed by decades of experience in corporate finance, wealth management and banking, Hamish Kember of Optima Wealth is a certified financial planner with experience managing bespoke portfolios in excess of $10 million in value. Hamish can advise you across wealth management, retirement planning, Kiwisaver assistance, risk management and also specialises in investor residency assistance. We are ethical operators. Our fee-only, commission-free approach guarantees objectivity and independence.It all starts with a casual conversation where and when it suits you, so get in touch for a free consultation.