Welcome to Chris MacKay Financial Planning

Helping our clients achieve their financial goals by creating and protecting their wealth.

Chris MacKay Financial Planning offers a comprehensive range of financial services. We give a commitment to offer a complete and personal service for each client according to his or her individual or corporate needs. The services provided by Chris MacKay Financial Planning focus firmly on financial security over the longer term.

The personalised approach of our services falls into these main categories:

British Pension Transfers

Did you know that anyone with a British Pension who is resident in New Zealand can now transfer their UK Pension to a New Zealand Qualifying Recognised Overseas Pension Scheme (QROPS)?

KiwiSaver

This may form part or all of your retirement planning. We can help you find the right provider and type of portfolio to suit you & your objectives.

Mortgages

We have a mortgage broking service where we are able to deal on your behalf with most of the mortgage providers. We also have access to all the latest interest rates & special offers.

Insurance Planning

This involves recognising and controlling any exposure you have to personal or financial risk. We can help you protect your most valuable assets – life, health, income, and personal and business property.

Investment Planning

This involves looking at the possible investment options, after taking into account your investment objectives and any constraints.

Retirement Planning

Planning for a financially secure, comfortable and stimulating retirement is one of the most important and long term influential decisions people will make in their lifetime.

British Pension Transfers

Did you know that anyone with a British Pension who is resident in New Zealand can now transfer their UK Pension to a New Zealand Qualifying Recognised Overseas Pension Scheme (QROPS)?

Proud members of PlusFour

PlusFour is dedicated to the detail and when it comes to insurance products, detail is everything. They are not aligned to any company or with any product. They know the industry inside out.

Where to start?

Call (04) 570-2233 or 0800 MACKAY to find out how we can help – or email us at office@mackay.co.nz.

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