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General information

Planwise Financial Services Limited

Type: NZ Limited Company (Ltd)
9429036720972
New Zealand Business Number
1171437
Company Number
Registered
Company Status

Planwise Financial Services Limited (issued an NZBN of 9429036720972) was started on 05 Nov 2001. 2 addresses are in use by the company: 78 First Avenue, Tauranga, Tauranga, 3110 (type: registered, physical). 35 May Street, Mount Maunganui had been their registered address, until 07 Jul 2022. 100 shares are issued to 2 shareholders who belong to 2 shareholder groups. The first group is composed of 1 entity and holds 50 shares (50 per cent of shares), namely:
Cortesi, Anne Frances (an individual) located at Papamoa Beach, Papamoa postcode 3118. As far as the second group is concerned, a total of 1 shareholder holds 50 per cent of all shares (exactly 50 shares); it includes
Cortesi, Bruce Graham (an individual) - located at Papamoa Beach, Papamoa. The Businesscheck information was updated on 07 Mar 2024.

Current address Type Used since
78 First Avenue, Tauranga, Tauranga, 3110 Registered 07 Jul 2022
28 Monterey Key, Papamoa Beach, Papamoa, 3118 Physical & service 07 Jul 2022
Last updated:
Directors
Name and Address Role Period
Bruce Graham Cortesi
Papamoa Beach, Papamoa, 3118
Address used since 25 Jul 2016
Director 05 Nov 2001 - current
Addresses
Previous address Type Period
35 May Street, Mount Maunganui, 3116 Registered & physical 17 Aug 2017 - 07 Jul 2022
35 May Street, Mount Maunganui, 3116 Registered & physical 11 Jul 2013 - 17 Aug 2017
Dods & Smith Limited, Chartered Accountants, 35 May Street, Mt Maunganui Registered & physical 05 Nov 2001 - 11 Jul 2013
Financial Data
Financial info
100
Total number of Shares
July
Annual return filing month
March
Financial report filing month
31 Jul 2023
Annual return last filed
NZ
Country of origin
Shares Allocation #1 Number of Shares: 50
Shareholder Name Address Period
Cortesi, Anne Frances
Individual 		Papamoa Beach
Papamoa
3118 		05 Nov 2001 - current
Shares Allocation #2 Number of Shares: 50
Shareholder Name Address Period
Cortesi, Bruce Graham
Individual 		Papamoa Beach
Papamoa
3118 		05 Nov 2001 - current
Location
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