Core Wealth Solutions Limited is the financial planning and Investment advice division of BDO Manawatu Limited.  The Directors are Kristy Staples, Ron Eglinton and Ross Hadwin.  Our financial adviser is Kristy Staples.

Core Wealth Solutions Limited is a member of the Professional Advisory Network - A New Zealand Network of Accounting firms.  Through the Professional Advisory Network, we have access to specialised world class investment managers, wholesale bank rates, and tax effective investments. 

Financial planning is the process of looking at all aspects of your lifestyle, goals and objectives and developing strategies to help you manage your financial affairs so that you can achieve your financial goals, build wealth, enjoy life and achieve financial security. 

As comprehensive financial planners we consider the big picture addressing and providing strategies in the following related areas:

• Financial Management, Budgeting and Cashflow
• Risk management and Insurance
• Tax and Estate planning
• Investment planning
• Retirement planning and Kiwisaver                            

As a member of the Institute of Financial Advisers (IFA), our adviser follows the six step financial planning process as promoted by the International Financial Planning Standards Board.