Contact us now to arrange a free, no obligation interview.
Our Value Proposition
(The Way We Do Business)
Welcome to Transact Wealth Management Limited
As a new client we can offer you:
- Independent "fee based" personal financial planning advice, centred around your goals and objectives.
- Your own written "goals based" personal financial plan.
- A "goals based" portfolio monitoring service for your investments.*
* At each review, your "goals based" report will show all investments aligned to their corresponding needs category (as opposed to the traditional asset class centred view).
All initial appointments necessary for you to decide if you require our services, are at no cost to you.
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Transact Wealth Management Limited was established in 2006 as a result of a planned relocation by Dennis and Wendy Lennan from Wellington to the Bay of Plenty.
The company is owned by Dennis and Wendy Lennan's family interests with both Dennis and Wendy being principals of the company.
Formally, Dennis Lennan was a principal & shareholder in the Wellington based financial planning company Financial Fitness Limited from its inception in 1989 to 2007.
Wendy Lennan is a former employee of Financial Fitness Limited.
Transact Wealth Management Limited is a member of the nationwide network of financial advisers, The LodeStar Group.
Currently, seven financial advice practices have joined the group since it was established in 1999.
Testimonials
Dennis Lennan was personally recommended to me. Having talked to other financial planning advisers, I felt Dennis would provide the on-going commitment to looking after my interests, not only from the beginning, but in future years.
Dennis combines a wealth of experience with a genuine interest in the client's individual needs. He is frank, realistic, and not least, very patient with his guidance and explanations! I have no hesitation now in turn recommending Dennis Lennan.
