Financial Planning
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.
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.
What is it?
Building Customised Solutions
Personal Financial Planning is a six step process that you and your Authorised Financial Adviser work through together. It combines knowledge and expertise of an experienced and qualified financial professional with the sophistication and objectivity of computer modelling where appropriate. More....
Choosing An Adviser
When selecting an Authorised Financial Adviser, you need to make sure you feel comfortable dealing with them. You should also ensure they have the right qualifications to give you financial advice. More....
Your Financial Needs
As financial planners, knowing our clients formally commences during the completion of the Financial Planning Client Questionnaire. More....
6 Steps Planning Process
We specialise in assisting clients to understand their financial and lifestyle objectives and how to take the "six step financial planning process" into managing these goals and expectations. More....