Financial Planning and Investments
Your trusted partner in financial planning and investments
Our comprehensive suite of services is designed to help individuals and businesses in New Zealand achieve their financial goals and secure their future.
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Personal Financial Planning: Our experienced financial planners work closely with you to create personalised financial plans tailored to your unique goals, risk tolerance, and timeline. Whether you're planning for retirement, saving for education, or building wealth, we provide strategies and guidance to help you achieve financial security and peace of mind.
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Investment Management: Make informed investment decisions with our professional investment management services. Our team conducts thorough analysis and research to identify investment opportunities aligned with your objectives. From asset allocation to portfolio diversification, we help you build and manage a robust investment portfolio for long-term growth and wealth accumulation.
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Retirement Planning: Plan for a comfortable and secure retirement with our comprehensive retirement planning services. We assess your current financial situation, estimate retirement expenses, and develop strategies to maximise retirement savings and income streams. Whether you're nearing retirement or just starting to plan, we're here to help you navigate the complexities of retirement planning.
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Estate Planning: Protect your legacy and ensure your assets are transferred according to your wishes with our estate planning services. We work with estate planning attorneys to create customised estate plans that minimise taxes, avoid probate, and provide for your loved ones. From wills and trusts to charitable giving strategies, we help you create a comprehensive estate plan that reflects your values and goals.
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Risk Management: Mitigate financial risks and protect your assets with our risk management solutions. We assess potential risks, such as market volatility, inflation, and unforeseen events, and develop strategies to minimise risk exposure while maximising returns. Our goal is to help you achieve your financial objectives with confidence and security.
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Tax Planning: Minimise tax liabilities and optimise tax efficiency with our proactive tax planning strategies. Our tax experts stay updated with the latest tax laws and regulations to identify opportunities for tax savings and implement strategies that maximise deductions and credits. From income tax planning to estate tax strategies, we help you navigate the complexities of tax planning with ease.
Expertise
Our team of seasoned accountants brings extensive experience in succession planning across various industries.
Tailored Solutions
We understand that every business is unique; therefore, our succession planning services are customised to meet your specific requirements.
Holistic Approach
We take a comprehensive view of your business, considering financial, operational, and human factors in our succession planning strategies.
Why Choose Fluker Denton
Let Us Help You Succeed Financially
Ensure the longevity and prosperity of your business with our dedicated succession planning services at Fluker Denton. Contact us today to schedule a consultation and take the first step towards a secure future for your company.