Welcome to Canterbury Financial Services
Canterbury Financial Services clients possess a variety of backgrounds, lifestyles and objectives. However, all share common goals; increasing the potential value of their assets, reducing risk and managing their portfolios effectively. Canterbury Financial Services offers proven ability to deliver results based on exceptional resources, investment capability, and commitment to superior service.
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"Our mission is to provide objective and unbiased financial advice, together with services and products, that exceed our clients' reasonable expectations." |
The personalised approach of our services falls into five main categories:
Cash Management / Budgeting Helps you understand and implement cash management strategies. A Prospero adviser can help you look at ways to maximise cash flow, assess your current cash position, and evaluate investment account options.
Retirement Planning Planning for a financially secure, comfortable and stimulating retirement is one of the most important and long term influential decisions people will make in their lifetime. Whether you are starting to save for your retirement or you are already in those golden years, we can help.
"KiwiSaver is now here!" Confused????? talk to us today
Investment Planning This involves looking at the possible investment options, after taking into acoount your investment objectives and any constraints.
Insurance Planning Is recognising and controlling any exposure you have to personal or financial risk. We can help you protect your most valuable assets – life, health, income, and personal and business property.
Estate Planning Is designed to protect and preserve assets so that they can be used and enjoyed by future generations of your family. There are a number of reasons why you may wish to put in place an estate plan.
Where to start?
Contact us on (03) 313 9200 or email mark.odonnell@xtra.co.nz today. Please click here for a copy of the Investment Adviser Disclosure Statement | 
