Staffords Wealth Management is a financial advice practice at 3/337 Harewood Road in Bishopdale, Christchurch. The website says its advice is tailored to each client, starting with where they stand and what they want to achieve, and that it carries out a full review every year. Services listed include wealth management and protection, estate planning, succession planning and personalised retirement plans. The firm also advises people who have recently sold a farm or business on how to protect their capital for retirement or succession.
Customers mention KiwiSaver reviews most often, along with knowledgeable staff. One customer says the advice given to their senior parents was clear, practical and easy to understand. Another says the adviser is super knowledgeable, and that they learnt a lot while feeling confident their money was in good hands. A couple say the adviser helped them change their KiwiSaver schemes and open investment accounts, with a lovely attitude. Our pick in Bishopdale for a KiwiSaver review or a retirement plan.