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.
Our qualified and experienced team is able to discuss with you your financial options, providing a three stage service in financial planning:
A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, New Zealand and overseas shares, and managed investment funds to name a few.
Don't take unnecessary risks with your future. Allow the professionals at Bernhardt & Associates to guide you towards achieving your financial goals.
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.
Our specialist services include Retirement planning, Succession planning, estate planning plus many more.
Need help with GST and tax returns? Our team can assist you with all your taxation needs.