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Financial and Investment Planning

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

Gunson McLean works alongside NZ Funds Private Wealth who provide our clients with an integrated wealth management service. NZ Funds Private Wealth sees wealth management as being the integration of advice and investment management.

NZ Funds Private Wealth puts sophisticated and proprietary planning tools and expert advice to work for New Zealanders. Their goal is to help you make sound well-informed financial decisions. 

Their client advisers achieve this through an interactive advice process which enables clients to see and understand the factors that influence their wealth. 

NZ Funds Private Wealth work with those in the process of accumulating wealth, those seeking income in retirement and those with broader intergenerational wealth management challenges. 

If you would like to discuss your investing objectives with one of the NZ Funds Private Wealth advisers, click here for NZ Funds contact details.

To learn more about NZ Funds Private Wealth, click here.
 

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Business Services

Our aim is to provide you with advice when your business needs it - not just when you ask for it.

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Specialist Services

We've developed accounting practices into innovative client-focused services. Our flexibility & adaptability will ensure we can help you get the best results.

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Taxation Services

We'll help you manage every aspect of your business, and because we establish a one-on-one relationship with each of our clients, our advice will be tailored for your business.

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