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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 separate from 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:

  • Initial financial advice
  • Implementation of financial plan
  • Ongoing investment portfolio management

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 Campbell Thompson Ltd to guide you towards achieving your financial goals.

 

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This is where our clients can log into their own personalised secure area to access documents, files, accounting data, and financial reports.

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Subscribe to our regular online newsletters which include the latest company news and helpful accounting tips and information.

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Tools and Resources

Tools & Resources

We offer a range of free and easy to use online resources ranging from key financial dates and tax facts to calculators.

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Software Solutions

Software Solutions

Let us help you make the right choice of accounting software to ensure you have the best accounting solution for your business.

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