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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 OnTax Business Centre  to guide you towards achieving your financial goals!

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What We Do

At OnTax Business Centre we provide you with advice when your business needs it, not just when you ask for it.

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Who we are

At OnTax Business Centre we are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements.

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Tool Box

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Meet The Team

Mike Davies
Director
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Jaya Ekbote
Senior Accountant
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Asta Lambert-Cameron
Intermediate Accountant
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