Financial Planning Limited

Our Philosophy At Financial Planning we put our clients at the center of all we do. We have always — and will always — place your economic interests ahead of our own. It’s evident in our personalized, high quality and timely response to your ongoing financial needs, and in our high staff-to-client ratio. Driven by a client-centered philosophy, we instill a high level of security and the peace of mind you need to maintain and enhance your family’s lifestyle now and in the future. With a vision to redefine how strategy and counsel are provided to affluent individuals and their families, we seek to set the standard of professional service excellence by which all other financial advisory firms are measured, delivering the highest level of ethical practices, along with a set of unwavering core values, at all times: Integrity – ethics is inherent in all we do; we never compromise our integrity or our clients’ integrity… Transparency – all processes and plans are evident to clients at all times… Personal Service & Caring – we’re in the business of helping people; that starts with a personal touch and dedicated attention… Knowledge Sharing – we spent decades learning and growing; we take great pride in sharing our knowledge to help our clients grow… Community Building – because we believe we’re all part of something bigger, we generously donate our time and money to our communities and the world in which we live, and encourage our client’s to do the same…

Address: P.O. Box 1152, 34 MacLaggan Street, Dunedin, New Zealand

Phone: +64 508 123 555
FAX: +64 3 477 3090