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Personal Investment Centre: FINANCIAL PLANNING AND INVESTMENT ADVICE

Personal Investment Centre, Palmerston North, assists investors with financial planning, investments, retirement and estate planning

http://investcentre.co.nz/

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Personal Investment Centre: FINANCIAL PLANNING AND INVESTMENT ADVICE | investcentre.co.nz Reviews
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Personal Investment Centre, Palmerston North, assists investors with financial planning, investments, retirement and estate planning
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Personal Investment Centre: FINANCIAL PLANNING AND INVESTMENT ADVICE | investcentre.co.nz Reviews

https://investcentre.co.nz

Personal Investment Centre, Palmerston North, assists investors with financial planning, investments, retirement and estate planning

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investcentre.co.nz investcentre.co.nz
1

Personal Investment Centre: PROCESS

http://www.investcentre.co.nz/process

Work for a living, invest for a life Follow our 6 step process to financial planning. Your first consultation is free and without obligation. The initial interview can take up to 1 ½ hours, depending on the complexity of your situation. During this interview your Personal Investment Centre Adviser will be looking at:. Your place within the life-cycle - i.e. still building assets, close to retirement or retired. Your goals - short-term, medium-term and long-term. Your risk covers - do they meet your needs*.

2

Personal Investment Centre: LOCATION

http://www.investcentre.co.nz/location

Work for a living, invest for a life Follow our 6 step process to financial planning. Click here for a map. Personal Investment Centre advisers are members of the Institute of Financial Advisers. Â investcentre.co.nz Web design and hosting by Spinning Planet.

3

Personal Investment Centre: BACKGROUND

http://www.investcentre.co.nz/about

Work for a living, invest for a life Follow our 6 step process to financial planning. The company was originally set-up in October 1996 as Personal Financial Planning (Manawatu) Limited and recently changed to Personal Investment Centre Limited. Financial Advisers take a holistic view of their clients' position to ensure that recommendations meet individual needs - not just today but throughout the life journey. Understand what is achievable and realistic. Create and protect financial wealth.

4

Personal Investment Centre: OUR APPROACH

http://www.investcentre.co.nz/approach

Work for a living, invest for a life Follow our 6 step process to financial planning. Disclaimer and Privacy Statement. Click here for a map. Personal Investment Centre advisers are members of the Institute of Financial Advisers. Â investcentre.co.nz Web design and hosting by Spinning Planet.

5

Personal Investment Centre: PEOPLE

http://www.investcentre.co.nz/people

Work for a living, invest for a life Follow our 6 step process to financial planning. Click on each person for a full bio. CERTIFIED FINANCIAL PLANNER CM. Para Planner and Administrator. Office Manager and Administrator. Click here for a map. Personal Investment Centre advisers are members of the Institute of Financial Advisers. Â investcentre.co.nz Web design and hosting by Spinning Planet.

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Personal Investment Centre: FINANCIAL PLANNING AND INVESTMENT ADVICE

Work for a living, invest for a life Follow our 6 step process to financial planning. FINANCIAL PLANNING AND INVESTMENT ADVICE. Personal Investment Centre, Palmerston North, assists investors with financial planning, investments, retirement and estate planning needed to meet their goals. Financial Planning is a life-long requirement, not just for the years leading up to retirement but also managing your financial resources throughout retirement years, which can easily span 30 years or more.

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