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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, managed investment funds, and more.

Don't take unnecessary risks with your future - Allow the professionals at The Practice Consultants to guide you towards achieving your financial goals!

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Timely Advice

You get the right advice to stay on track when your business needs it, not just when you ask for it.

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Personal Service

We are passionate about understanding your business needs and how to best help you grow.

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Helpful Resources

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Xero - Beautiful Accounting Software

We are proud Xero Gold Partners.

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