Health Professional Services Ltd (HPSL) is the company established by Tony Munro in 2003, as an investment advisory business to doctors, dentists, veterinary and specialist medical consultants. Tony has a unique perspective to the needs and demands of this professional group, as a consequence to his work with the Medical Assurance Society for nearly a decade. Whilst our largest investor group is represented by health professionals, our business is increasingly in demand from the broader community, as they too seek the tailored solutions we’re increasingly well-known for.
In a world more and more dominated by rules and regulation, professional advisers are looking for ways to leverage size and scale. While Munro Financial punches well above its weight, there is still efficiency that can be achieved through working closer in groups, and therefore in 2017 we co-located with other advisory groups and now work from the same offices as Milestone Financial (Canterbury), Peak Solutions and Paul Wilson & Associates.
Tony Munro is licensed by the Financial Markets Authority (FMA) to provide a Discretionary Investment Management Service (DIMS), where the investor gives the adviser the authority to make decisions about buying and selling financial products on their behalf, within the boundaries of an agreed Investment Proposal and Client Agreement.