Investment Management Solutions - IMS

Photos and Videos

General Info

Investment Management Solutions - "Helping our clients make smart choices with their money" We help you set your personal financial goal posts and then we design a financial strategy to achieve your agreed goals. We offer high quality personalised financial solutions backed by various forms of independent research. We are also members of a national collective of like minded investment professionals who all own their own financial advice businesses. Selwyn Parker is a Certified Financial Planner(cm) (CFPcm), and authorised financial adviser (AFA). Free client access to a nationale independent disputes resolution service for your protection. In order to help you achieve your financial goals we follow the worldwide recognised 'Six Step Financial Planning Process'. Selwyn Parker is a comprehensive Certified Financial Planner, qualified to guide you in one or more of the following areas: * Cash/Debt Management * Risk management advice * Retirement Planning * Investment Planning * Estate Planning FREE INITIAL APPOINTMENT: This allows us to determine if we can add value and for you to see if our service fit your needs. We specialise in "investment advice and management" for medium to high net worth individuals and Trusts. For more information on how we can help, please visit our www.imsnz.co.nz "website", or call Selwyn Parker CFPcm, AFA today on ph 07 5767286, or 027 658 3263.

Categories

Financial Services, Investment Services

Associations

Institute of Financial Advisers (IFA), Tauranga Chamber of Commerce