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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 Simmonds Ball Engert to guide you towards achieving your financial goals!

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3 Reasons To Use Us

  • 1.

    Business experience & skills

    The team at Simmonds Ball Engert have considerable experience and skills encompassing key aspects of a large variety of business in many areas of commerce and industry.
  • 2.

    Passion for business (your business!)

    We share your passion for your business and will strive to assist you in achieving your goals and aspirations.
  • 3.

    Proactive, responsive and understanding

    When you entrust us to become your advisor we will take a proactive approach and will engage with you on a regular basis. We will be responsive to your business requirements and undertake to understand the key elements of your business to enable us to provide tailored advice.