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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 DRK Chartered Accountants Limited to guide you towards achieving your financial goals!

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What We Do

At DRK Chartered Accountants Limited we aim to provide you with advice when your business needs it, not just when you ask for it.

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Who we are

We are committed to forming close relationships 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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