Financial and Investment Planning

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

Through our sister company , Wilmac Financial Services Ltd who are the Central Otago representatives of Spicers, Your Financial Advisers, we are able to work with our clients and Spicers Your Financial Advisers to ensure that their requirements are met.

Spicers Your Financial Advisers local representatives, Brent Wilson and Hugh McIntyre working with Spicers National Office resources, are able to discuss with you your financial options, providing a three stage service in financial planning:

• Initial financial advice
• Implementation of 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, and managed investment funds to name a few.

Don't take unnecessary risks with your future. Allow the professionals at McIntyre & Associates to guide you towards achieving your financial goals.