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Financial Planning & Investment Solutions

Expert Financial Planning in Tauranga

Helping You Make Smart Choices

In 1999, during career planning, Selwyn identified a strong desire to help people make smart choices with their money. The market then was sales and commission driven. He did not know who he could trust to provide independent quality personal financial advice without any conflicts of interest.

This highlighted a need in the market for independent, fee-based professional financial advice. After completing study at Massey University, this is how the IMS advice service was born.

Driven by Selwyn’s core belief – to do the right thing by our clients –drives everything 
we do.

Who Benefits from IMS?

Anyone who is looking for customised personal financial solutions. If you prefer a personalised approach to your financial relationships, then IMS is for you. You will be dealing directly with the business owner: Selwyn Parker CFP, AFA. .

If you are looking for personalised financial guidance, if you have inherited money and want to make smart choices, if you have sold a business and wish to invest the proceeds, are considering selling a rental or beach property, won a lotto and need financial planning advice, or want to simplify the administration, management and  and stress of your investment, then contact IMS. Selwyn can help you.
Investment Management Solutions Business owner
Selwyn Parker, Business Owner

Our Investment Solutions

Financial Guidance

financial guidance
Individuals are at risk of doing nothing or leaving their cash in a bank simply because they are frightened to take the huge leap of faith and trust someone else to help guide them make smarter financial choices. Where appropriate, we aim to earn your confidence and where appropriate help build your financial knowledge.

Independent Research

Independent Research
We offer independent and qualified personal financial advice backed up by independent research and hands on experience through many financial market cycles, and efficient diversification of your assets.

Investment Advice

Advice
All portfolio investment advice is independent with no conflicts of interest. Investment Management Solutions (IMS) does not receive or retain commissions or have inhouse product, or product-related financial incentives or quotas.

Personal Investment

personal investment
The business owner, Selwyn, generally invests his own money where he recommends for his clients. IMS recommend using an independent custodial service to hold client funds, this acts as a firewall to help protect clients’ money as the client adviser does not hold client’s funds.

Why IMS?

IMS can add value in a market where financial rules, complex tax regulations and a wide choice of products has created a growing need for ongoing financial advice. We can help you set your personal financial goal posts and design a strategy to achieve your goals as well as answer all these questions and more.

Maximise Cash Flow

Personal financial management is about maximising your cash flows and expenditure, to enable you to enjoy a comfortable lifestyle now, and during your retirement.

Personalized Advice

Investment Management Solutions is a personalised financial advice service owned and managed by Selwyn Parker, CFPCM, AFA and ANZIIF.

Your Future

We can help you with a range of investment services to achieve the best outcomes for your future. We can help with questions about savings, insurance, power of attorney and more.

About Selwyn Parker

Investment Management Services Business Owner
Selwyn has been a personal financial planner and investment adviser since 1999. Selwyn joined the financial planning profession after 30 years in the financial services industry with one of New Zealand’s largest fire and general insurance companies. During this time, Selwyn graduated (extramurally) from the Australia New Zealand Insurance Institute of Finance in 1994 as an Associate. 

In 1999, Selwyn joined one of New Zealand’s oldest financial planning firms and trained under the guidance of three Certified Financial Planners, specialising in trusts and investment advice for medium to high net worth individuals. Selwyn studied extramurally at Massey University in business studies, gaining an endorsement in personal financial planning. He graduated April 2004.
Selwyn went on to complete his Certified Financial Planner (CFP) qualification via the Institute of Financial Advisers in 2005. The CFP qualification is recognised worldwide as the highest standard for personalised financial planning advice. Selwyn is an Authorised Financial Adviser (AFA) – registration No.FSP48422 – and is a member of the Professional Investment Associates, a national collective of like-minded investment professionals.  Selwyn is also active on the local committee for the National Institute of Financial Advisers (IFA), helping to bring training, education and professionalism to members.

Selwyn is the director of Investment Management Solutions Ltd (IMS). IMS is based in Tauranga and is your experienced and trusted boutique personal finance and investment advice specialist. With over 30 years’ experience in the financial and investment industry and over seven years in his own advisory business, Selwyn understands investment market cycles and the importance of protecting your precious capital.

Considering Investments, Call Us

As a guide, our personal investment service is suited to those who have repaid their mortgage and either have $400,000 or more to invest; or have $100,000 to invest and serious surplus cash flow to invest at regular intervals. We advise NZ clients living in New Zealand or overseas, as long as they are an NZ tax resident. 
If you want personalised and prudent investment and financial planning, then IMS is the answer. Contact us to get started,

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