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Executive Quotes

"PIS is a well respected financial services provider in New Zealand. At PIS we strive to provide the highest quality financial advice to our clients at all times. We place utmost importance on ensuring our financial planning standards are consistent throughout the organisation, ensuring clients always obtain professional and ethical advice."

Joan Taylor
Manager - Compliance Relationships

What is Financial Planning

Professional Investment Services (NZ) takes great pride in assuring the financial advice you receive is always tailored to your needs. To identify your personal financial goals, a Professional Investment Services (NZ) adviser will take you through a simple step by step process.

Step 1 - Contact:

Make an appointment with a Professional Investment Services (NZ) adviser.

Step 2 - Your finances and you:

Your Professional Investment Services (NZ) adviser can arrange a consultation that allows you to discuss your financial circumstances. Together you will identify where you are now and where you would like to be. We recommend you compile the following documents (listed below) for the initial interview to enable your adviser to obtain a clear understanding of your financial position.

Tax returns
List of liabilities eg - amount and applicable interest rates
Additional assets

At your first meeting, your Professional Investment Services (NZ) adviser will provide you with a Disclosure Statement which outlines their;

Qualifications
Responsibility for advice given
Restrictions applying to advice given
Fees and charges
Complaint resolution schemes available
Privacy information

Step 3 - Information appraisal:

Your Professional Investment Services (NZ) adviser will collect the necessary information to build and customise your new financial plan. Based on the information supplied, your adviser will determine your financial position and classify your goals based on your risk profile.

Step 4 - The building blocks:

Your Professional Investment Services (NZ) adviser will develop the personalised strategies needed to build and enhance your financial future. This plan, along with formal written recommendations will be presented to you.

Step 5 - Perfecting your strategy:

Here you will have the opportunity to discuss the proposal and make sure you are comfortable with the recommendations made by your Professional Investment Services (NZ) adviser.

Step 6 - Making it happen:

If you are completely satisfied, your Professional Investment Services (NZ) adviser will ask you to sign an 'Authority to Proceed' that formally documents your consent. Your adviser will then implement the agreed recommendations on your behalf.

Step 7 - We are here for you:

You will continue to have full support and assistance from your Professional Investment Services (NZ) adviser. Your financial objectives, goals and needs will be revised periodically to maximise the success of your financial wellbeing.