Subscribe to our Newsletter
Would you like us to keep you informed with what is happening locally and in the industry with our email newsletter updates?? Click here to subscribe now.
Certified Adviser Practice
What is a Certified Adviser Practice?
To log onto the Grosvenor website, click here
Welcome to Canterbury Financial Services
Under new regulation effective from 1st July 2011, Investment related products have been classified as Category 1 products and any advice sought can only be from an Authorised Financial Adviser. At Canterbury Financial Services Limited, Mark O'Donnell is our Authorised Financial Adviser, and he is able to give you advice on these and other financial products. Mark's disclosure statement is available on request and free of charge, and a link to this is also provided at the bottom of this page.
Our Vision
"We pride ourselves on providing value to our clients - to
make their lives easy when dealing with financial decisions
through personalised communications with advice
designed to deliver on their required goals and objectives."
What Makes Us Stand Out From Others
-
High education standards and ongoing commitments to annual training requirements
-
Consistency of our service offer
-
Clearly demonstratable compliance practices in place
-
A strategy and vision for our practice focused on high quality advice with client's needs first
-
Professionalism as defined within the Certified Adviser Practice Programme for business systems and procedures
What We Offer
The personalised approach of our services falls into six main categories:
Cash Management / Budgeting with regards to Wealth Management
Helps you understand and implement cash management strategies. An Authorised Financial Adviser can help you look at ways to maximise cash flow, assess your current cash position, and evaluate investment account options. More....
Retirement Planning
Planning for a financially secure, comfortable and stimulating retirement is one of the most important and long term influential decisions people will make in their lifetime. Whether you are starting to save for your retirement or you are already in those golden years, we can help. More....
KiwiSaver
KiwiSaver is a government-sponsored framework for work-based retirement savings. The government doesn't manage savings under KiwiSaver - rather, savings are managed by private sector scheme providers. KiwiSaver is voluntary to join, but compulsory for employers to facilitate. To encourage membership the Government has offered significant incentives for KiwiSaver. More....
Investment Planning
This involves looking at the possible investment options, after taking into acoount your investment objectives and any goals. More....
Insurance Planning
Is recognising and controlling any exposure you have to personal or business risk. We can help you protect your most valuable assets - life, health, income, and personal and business assets, key personnel, working and non-working shareholders. More....
Estate Planning
Is designed to protect and preserve assets so that they can be used and enjoyed by future generations of your family. There are a number of reasons why you may wish to put in place an estate plan. For more info, click here and then Contact Us
Canterbury Financial Services clients come from a variety of backgrounds and lifestyles. They also have a variety of objectives. However, all share common goals; protecting and increasing the potential value of their assets through our advice on insurance and investment.
One of our core objectives is to reduce risk. In regard to managing investment portfolios, we have a number of rules established that have assisted us and our clients extremely well in avoiding a number of risks that in the past have led individuals that have not taken risk and investment advice from us to result in permanent loss of capital in a generally unrecoverable position.
Through our investment rules, it has enabled Canterbury Financial Services proven ability to deliver results based on exceptional resources, investment capability, and commitment to service.
Where to start?
Contact us on (03) 313 9200 or email admin@cfslimited.co.nz today.
Disclosure Statements relating to the financial advisers associated with this website are available on request and free of charge.