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, managed investment funds, and more.

Don't take unnecessary risks with your future - Allow the professionals at Philpott & Associates to guide you towards achieving your financial goals!

Get in contact

  • Christchurch Office

    268 Cranford Street,
    St Albans, Christchurch 8052,
    New Zealand

    Phone: (03) 377 4501
    Fax : (03) 377 4869
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