For those clients who just want
compliance taken care of
From $185 + GST per month

For those clients who want to
build financial awareness
From  $295 + GST per month

For those clients serious about
growing their business
From $525 + GST per month

From $55 + GST per month**
*Additional properties $15+gst per month extra
*Company /Tax Structures From $65+ GST per month

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 Walthall Ward  to guide you towards achieving your financial goals!

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