Millionaire or wanting to be, it all starts with a plan.
No matter what stage you are at, everyone has different goals and it is important that you create a Financial Plan that accurately reflects your aims for your life.
At Coombe Smith we believe that together with goals relating to Wealth Creation, being 'Financially Well Organised' is also critical. What do we mean by this ...........
Financially Well Organised means ensuring that all your affairs are appropriate and up to date including; Wills, Power of Attorneys, Risk Management, Financial Planning, Structures and much much more.
To provide you with the best possible advice we have associations with a number of professionals including Professional Investment Services (Manawatu) Ltd who are Certified Financial Planners. PIS Manawatu was formed in 2001 by a group of Palmerston North Accountants (including ourselves) who saw the need to provide their clients with quality, professional advice that was complementary to the business and taxation advice offered by them.
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