Our Location
Unit K1
75 Corinthian Drive
Albany
Auckland
Location Map
Ph: (09) 443 4486
North Shore
Ph: (09) 426 7066
Hibiscus Coast
Fax: (09) 973 0525
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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 Darryl Lee & Co to guide you towards achieving your financial goals!

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