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Helping You Make Smarter Financial Choices

Certified Investment Services in Tauranga

Service and Investment Advice

This is our chosen specialist area in the full financial planning process. Using the national resources of our adviser collective and our own skills and experience, the goal at IMS is to help you make smart ongoing choices with your money whilst keeping the process as simple as possible whilst providing financial peace of mind. 

Who is Best Suited? Or Who do Our Services Suit?

Our independent advice services is generally suited for Individuals and Trusts. In particular, people aged 45 or older who have either repaid their home mortgage and have serious surplus annual cash flow to invest, or with over $500,000 to invest and require ongoing independent professional advice.

Planning sessions will first identify your investment issues, needs and concerns, and then we will focus on the suitable solutions.
Financial Guide

Highly Recommended Investment Services

Investment Management Solutions clients enjoy working alongside our professional team to further their personal goals.
“Selwyn is extremely good at forwarding current research into financial markets and opportunities. He has a thorough understanding of trends and has access to reliable information, which he consistently forwards onto me. Given the fact that the markets are so volatile, Selwyn has still managed to return a positive result for me.” 
—Judith K.
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Contact the Expert

When you want a dependable and knowledgeable expert to help you make the smart investment choice, give IMS a call. 

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