Inspiring great financial decisions.
Helping you grow and protect wealth.
Want to sort out your financial situation, but need a plan?
Don’t have a lump sum to invest but want to look at investing on a regular basis?
Have a lump sum and don’t know where to invest it?
Why lose everything or a large part of what you have worked so hard over the years to build - particularly if your health fails?
With the government and employer contributions, we feel KiwiSaver is too good an opportunity to miss! We can calculate what is the most efficient amount you should save and which Investments to select.
We like to work closely with you and your other trusted professional advisers. We believe that our advice should not be given in isolation, and that it must fit with your business and estate planning strategies.
Growing Your Wealth
An informative and fun insight into what you are doing wrong and what you should be doing to move closer towards being wealthy! Let us know if you would like to attend and we will send you a personal invite.
Have you thought about the sort of lifestyle you would like in retirement, and the income required to achieve it? We work with you to maximise your financial potential and help you understand what you can achieve.
43 Walding Street,
Palmerston North 4410
Professional Investment Services Manawatu
What we do
Who we are
Complaints handling and dispute resolution: If you are not satisfied with our financial advice service you can make a complaint by emailing admin@pismanawatu.co.nz, or by calling 06 355 4422. You can also write to us at PO Box 1255, Palmerston North 4440. When we receive a complaint, we will consider it using our internal complaints process:
• We will consider your complaint and let you know how we intend to resolve it. We may need to contact you to get further information about your complaint.
• We aim to resolve complaints within 5 working days of receiving them. If we can’t, we will contact you within that time to let you know we need more time to consider your complaint.
• We will contact you by phone or email to let you know whether we can resolve your complaint and how we propose to do so.
If we can’t resolve your complaint, or you aren’t satisfied with the way we propose to do so, you can contact Financial Services Complaints Limited (FSCL) – A Financial Ombudsman Service. FSCL provides a free, independent dispute resolution service that may help investigate or resolve your complaint if we haven’t been able to resolve your complaint to your satisfaction. You can contact FSCL by Phone – 0800 347 257 or complaints@fscl.org.nz.