Services
What We Do
Consulting
Get tailored advice to meet your financial goals.
Management
Beginning with a financial plan.
Pensions
Enable your retirement money to do more.
Planning
Ensure you have enough to cover your needs.
Consulting
When you come to us, we’ll consider your entire financial situation, including; existing debts, assets, expenses and income, helping you make the most out of your money. We’re experts in;
- Investment Advice and Planning
- Retirement Planning and KiwiSaver
- Cash Management
- Personal Risk Insurance
- Mortgages and Lending
- Estate Planning
- Managed Funds
- Customised Managed Portfolios
- Superannuation funds
- UK and Australian Pensions and Transfers
Consulting
When you come to us, we’ll consider your entire financial portfolio, including existing debts, assets, expenses and income, helping you make the most out of your money. We’re experts in;
- Estate planning
- Tax
- Gifts and inheritance
- Retirement
- Business and financial strategy
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Management
Beginning with a financial plan based on your situation, we can either give you detailed advice or help manage your investment portfolio for you.
No matter your preference in wealth management, count on us for expert advice.
Our fully transparent process ensures you retain control over your financial decisions
and investment choices.
Consider us your co-pilot.
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Our approach
Simple
Secure
Effective
Researched
Personalised
Economic
Complete financial planning
As comprehensive financial advisors, we’re able to offer full planning services to cover all your needs. We build an ongoing relationship with our clients and consult on matters along life's journey.
Whether it’s estate management today or retirement planning tomorrow, we’re here to ensure your success.
Frequently
Asked
Questions
We offer consulting for all personal financial areas, including, but not limited to; investment portfolios or asset management strategies. If it concerns your financial future, we can advise on it.
We are very conscious of how tax may impact your investment portfolio and can make general comments only. Any tax advice should be obtained from a qualified accountant.
We’re located at 96 Ravensdale Rise out in Westmorland, Christchurch, opposite the Westmorland Heights Playground off the Halswell Rd highway.
Either visit our office a the location above or phone us at 03 34 888 66. Alternatively, you can email us at planning@pfp.co.nz.
Resources
Want to know more about the services we offer or about how financial planning works? Visit our resources for the latest information.
Come talk to us to begin your financial planning today and start making your money make money.
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