Investment Management Solutions - IMS

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About Investment Management Solutions - IMS

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.

What makes us different?

At IMS, we can assist with our investment services. We take pride in our expertise to guide you in making long term decisions with your money.

Business photos

81 Freyberg Street Otumoetai Tauranga 3110

Associations

  • Tauranga Chamber of Commerce

  • Institute of Financial Advisers (IFA)

Opening hours

Monday
  • 09:00 - 17:00
Tuesday
  • 09:00 - 17:00
Wednesday
  • 09:00 - 17:00
Thursday
  • 09:00 - 17:00
Friday
  • 09:00 - 17:00
Saturday
  • By Appointment
Sunday
  • Closed

Products and services

Assurances
  • Certified
  • Independently Owned & Operated
Kinds
  • Debt Securities
  • Mutual Funds
  • Securities
Price Information
  • Free Initial Consultation
Service Options
  • Consultations
Services
  • Advice
  • Estate Planning
  • Financial Planning
  • Financial Services
  • Investment Management
  • Investment Planning
  • KiwiSaver
  • Portfolio Management
  • Portfolio Monitoring
  • Retirement Planning
  • Wealth Management
Trades
  • Financial Advisors

Mailing address

Investment Management Solutions Ltd, 81 Freyberg Street East Cherrywood Otumoetai Tauranga 3110

Parking options

Free On-Street

Free Off-Street

Payment options

  • Personal Cheques
  • Direct Credit (internet banking, phone banking)
  • Direct Debit

In business since

2004

Categories

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Investment Management Solutions - IMS

In business since
2004

Address

Physical
81 Freyberg Street Otumoetai Tauranga 3110
Mailing

Investment Management Solutions Ltd, 81 Freyberg Street East Cherrywood Otumoetai Tauranga 3110

Contact numbers

Primary
07-576 7286
Mobile
027 658 3263
Fax
07-576 7236