Wealth Management
Insurance
Employee Benefits

What We Offer

The personalised approach of our services falls into six main categories:

  1. Cash Management / Budget with regards to Wealth Management
  2. Retirement Planning
  3. KiwiSaver
  4. Investment Planning
  5. Insurance Planning
  6. Estate Planning

What Makes Us Stand Out From Others

  1. High education standards and ongoing commitments to annual training requirements
  2. Consistency of our service offer
  3. Clearly demonstratable compliance practices in place
  4. A strategy and vision for our practice focused on high quality advice with client's needs first
  5. Professionalism as defined within the Certified Adviser Practice Programme for business systems and procedures

 

Covid-19 and the economic responses in New Zealand and around the world is continuing to cause and create change across all our lives. No part of the world is excluded from the far reaching affects and ramifications.
We here, at CFS, like to play our key role in supporting New Zealand through the economic downturn created by the Coronavirus situation.
Based on the announcements from the Prime Minister our office will now work from home. We will not be available for appointments in the short term, and all meetings will be undertaken using phone or email.
Please continue to contact us on the normal phone numbers and emails.
We will be here to continue to provide support and action transactions where required if possible.
Our response may take a little longer due to the nature of working from home, so please bear with us if that is the case.
 
We will all get through this together and we are in total support of the Prime Ministers response to the situation and feel the lockdown will benefit us all in the long run.
You can rest assured that your investments with us are well diversified and will continue to be actively managed to soften downside as much as possible and benefit from the eventual upside which inevitably follows such events.
 
Please do not be too concerned in the meantime and do not hesitate to call us if you require any assistance.
Mark O’Donnell and the Staff and CFS.


"Plan for the future, because that's where you are going to spend the rest of your life"

Mark Twain

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