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Financial 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 team is 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 the professionals at CooperAitken guide you towards achieving your financial goals.

 

 

 

 

 

 

 

 

 

Benefits / Make Better Decisions

 

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