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Financial and Investment Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a 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, managed investment funds, and more.

Don't take unnecessary risks with your future. Allow the professionals at Five Peaks Accounting to guide you towards achieving your financial goals!

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Xero and Reckon One

We support Xero and Reckon One and can help you from a distance when you need it, they are both cloud based which means you login over the internet similar to internet banking.

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Partnering with you

Five peaks works with you to improve your areas of concern

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Agreed Pricing

We provide standard plans so you have certainty of pricing and if needed this can be customised.

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