Financial Planning

Financial planning services are provided to clients by referral to financial advisers Stuart + Carlyon Ltd and Macquarie Equities NZ Ltd.

These financial advisers we work with are committed to providing unbiased advice on confidential personal financial matters and will provide a disclosure statement.

The first step is a free no obligation consultation where you can discuss your requirements and priorities, and from there you can decide whether the services would be of benefit to you.

There are three components to the service:

• initial financial advice/plan
• implementation
• ongoing portfolio management service

The investment environment is more complex today than ever before. Deregulation of the New Zealand economy, interest and exchange rate fluctuations, taxation changes, and various other political and economic issues, all contribute to this complexity. As these environmental factors change or your needs alter, your investments will need adjusting to keep performing at maximum potential.