Investment Advice
All Bennetts Financial Services Limited clients will receive investment advice of the highest standard.
You will have your own dedicated investment adviser who will provide a service that aims to meet your unique needs. Our advice focuses on quality investments that are backed by independent research and our own extensive internal due diligence process.
We don't assume to know what is important to you, our job is to listen and understand about your current and future lifestyle aspirations. Only then do we offer you suggestions about how you could achieve your aspirations most effectively, timely and practically.
Your circumstances are unique and so is our advice. However, we do have an overall approach to investment that guides our investment strategies. At Bennetts Financial Services Limited we take a holistic approach to people's finances. The focus is not purely on money.
Comprehensive Financial Planning
There is more to helping you make the most of your money than knowledge of finance and investment options.
It is important that we understand your goals, the ideas you have for growing and protecting your wealth and your need for flexibility. By thoroughly understanding your personal circumstances and aspirations, we can provide honest and professional advice so that you understand all of your options and make the most informed decisions for your situation.
Bennetts Financial Services Limited specialise in assisting clients towards achieving their lifestyle objectives. A comprehensive financial plan will provide the necessary direction to help you achieve your goals. Your plan will reflect any issues identified, the recommendations that were made and the actions agreed during your meetings.
We will assess:
- Your current financial position
- Ways to safeguard you and your family against loss of income due to accident or illness
- How to provide for your family in the case of your untimely death, injury or illness
- Building and protecting your asset base
- Asset ownership - to ensure assets are owned appropriately
- Wealth creation - how you can plan to attain financial independence
Your personal situation and priorities are likely to change over time, along with market conditions. Your adviser will complete a thorough annual review of your situation and implement any changes in your comprehensive financial plan accordingly.
A comprehensive financial plan may be the most important action you take in securing your future lifestyle. The sooner you begin, the higher your chances of succeeding financially will be.
Non Residents
Bennetts Financial Services Limited welcomes those immigrating to New Zealand.
The province of Southland can provide great opportunities and many business advantages. Southland is well known for encouraging enterprise and innovation.
Bennetts Financial Services Limited are able to provide you with objective and sound advice on New Zealand investment options.
We can assist with comprehensive advice in the areas of investment and currency options, in addition to mortgage and insurance packages.
If you are considering moving to New Zealand you can apply for residence under the Investor category. Your application is made through the New Zealand Immigration Service. Please visit their website www.immigration.govt.nz for more information.
For more information please contact our office on 0800 15 33 27 or email invest@bennett.co.nz.