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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 Martin Wakefield Financial Services Ltd to guide you towards achieving your financial goals!

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If you would like to consider Martin Wakefield please do not hesitate to contact us. We are happy to provide a free, no obligation and independent assessment of your needs.

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Accounting Services

Modern business demands up-to-date, accurate financial information. We can relieve you and your staff of the enormous burden of all your bookkeeping and accounting requirements.

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Financial Services

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met.

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Auditing Services

We have been conducting audit and assurance services for more than 100 years. We have been conducting audit and assurance services for more than 100 years.

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