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 Williamson & Co to guide you towards achieving your financial goals!

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What our clients say...

For over two decades I have approached Williamson & Co for sound, practical business advice on which I have been able to make important decisions. 

Terry Foster - Machine Part Welding



The Williamson & Co staff take care of my annual accounts and tax obligations in a timely, efficient and friendly manner and the management team are always close by for when I need to throw an idea around.

Ian Beckhaus - Triumph Motorcycles


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