Munro Financial offers a broad range of wealth creation strategies, including advice on Fixed Interest, Shares, boutique Fund Managers and KiwiSaver.
We advise on wealth preservation, including the more complex issues of retirement planning, debt structures, family trusts, life and income protection. We manage and administer private investment portfolios for individuals, trusts and estates.
We are a Christchurch based financial planning practice, specialising in private investment portfolio construction, implementation and monitoring.
We are a boutique advisory business, highly focused on our client's success.
"We have known and worked with Tony for 25 years. He encouraged us to start saving for our future then and has managed our saving scheme over this time.
He has worked diligently and compassionately changing direction when we have needed to. We have absolute trust in his decisions.
We hope to have him manage our portfolio for the next 25 years."
Sarah & Phil, Christchurch
"Tony became our adviser soon after he joined financial services, and has been our Financial Adviser now for some 30 years. We are now retirees in our 80's.
Tony and his friendly team are very client centred. Tony is a good listener, and always helpful and approachable. We very much appreciate his regular and detailed communications and the personal visits he makes to us each year."
Alex & Rosemarie, Auckland