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Financial and Investment Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a 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 and more.

Whilst we cannot recommend specific investments we can advise on the taxation implications of any investment to help you get the best return.

Don't take unnecessary risks with your future! Allow the professionals at Canterbury Accountants & Taxation Specialists Ltd to guide you towards achieving your financial goals.

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