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Financial and Investment Planning

Financial planning ensures that your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

Our qualified and experienced advisors are able to discuss with you your financial options, providing a three stage service in financial planning:

  • Initial financial advice
  • Implementation of financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, New Zealand and overseas shares, and managed investment funds to name a few.

Don't take unnecessary risks with your future. Allow our advisors to guide you towards achieving your financial goals.

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