CB Treasure Journey

Who We Are？

CB Treasure Journey Limited (CB Treasure) (NZBN: 9429047214279; Company Number: 7207574) is a New Zealand subsidiary of CB International Group, an enterprising and innovative global fintech group. Capitalizing on the Group's strong technical background and professional support, CB Treasure is and will be striving to be a modern financial service platform and provide users with customized services for local and global assets. Our mission is focusing on efficient and quality delivery of our services with an obsession over client/customer outcomes. Because we believe a positive outcome for you ultimate results in a positive outcome for CB Treasure in the long run.

CB Treasure's main business is to provide customers with financial advice and investment planning. CB Treasure holds a full Financial Advice Provider license issued by the New Zealand FMA.Expand

KYC Procedures

We endeavor to provide you with tailored financial services and advice once we have the opportunity to getting to know you and your personal circumstances.
Our process to providing financial services is as follows:

Application

Identity
Verification

Meet Your
Financial Advisor

Receive Bespoke
Financial Advice

Our Services

Financial Advisory

Immigration investment advice：

providing bespoke and tailored investment financial advice for recent migrants or upcoming migrants to invest in New Zealand, including, analyzing investment options, conducting due diligences and providing advice on a range of investment opportunities and products in New Zealand.

Kiwisaver advice:

We take a personalised approach and create a bespoke KiwiSaver recommendation just for your investment, first-home and retirement needs.

Financial Advisory

Immigration investment advice：

Kiwisaver advice:

We take a personalised approach and create a bespoke KiwiSaver recommendation just for your investment, first-home and retirement needs.

Fund Brokerage

We only provide limited fund brokerage to
selected wholesale clients. We do not
provide this service to retail clients.

As a broker, CB Treasure Journey is not the custodian of your assets or the fund manager.

The fund will be administered and managed by local reputable fund managers licensed by the FMA or industry well-known and well-regulated fund managers in New York, USA or other equivalent and well-regulated jurisdictions.

Fund Brokerage

We only provide limited fund brokerage to
selected wholesale clients. We do not
provide this service to retail clients.

Loan Credit Business

We provide bespoke lending for businesses and regular home mortgages at market leading rate.

Loan Credit Business

We provide bespoke lending for businesses and regular home mortgages at market leading rate.