This is a fee-based personal financial advice consultation. The session is a minimum of one hour (but can be longer if needed) and we will talk about whatever personal financial issues needed. This includes retirement planning, education planning, mortgages, loans, investments and more.
Where appropriate we will recommend specialist financial advice.
Anyone of any age throughout New Zealand who needs advice for a specific financial issue. No matter your concern or issue, Selwyn at IMS can help you make smart and informed financial choices with your money.
Unlike our Portfolio investment advice, our “consultation” advice is verbal only. However written advice is available on prior request, and will incur a fee.