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 We trust them. They have a professional approach to things. They have integrity. The most important thing is integrity. They are looking after our life savings and we need to know it's safe.
Capital Investment Planning client
Over the last four years we have referred many clients to Capital Investment Planning Ltd, for them to recommend, monitor and manage their investment portfolios. All of these clients are more than satisfied with the percentage gain in income from their portfolios, and especially in the way the portfolios are managed.The manner in which Capital report to and the way that they deal with their clients is always on a very professional basis and yet it is still able to be personal. Capital also manage a portfolio for myself and I am delighted with the growth generated from this fund and in the personal service given to me.We at Markhams MRI Christchurch Limited have no hesitation in recommending to any of our clients or colleagues to use Capital Investment Planning Ltd to design, implement and manage their investment portfolio.
Markhams MRI Christchurch
After entrusting banks with my money to enhance its value, it became apparent that it was never going to work for me, so I turned to Capital Investment Planning. They have proved to be professional, helpful, and my money is now working positively for me.
A Capital Investment Planning client
When we sold our business and retired we spent a long time choosing where to invest the rewards of a lifetime's work and worry! We were new to the concepts of financial investment and wanted to feel we were still in control of our finances while a totally safe pair of hands made the moves for us and kept us fully informed. We wanted to watch and learn and we wanted the investments to pay off. Capital Investment Planning were the most thorough and professional of the firms we considered and certainly the most patient. Their procedures are transparent and we have never found anyone on the staff to be less than totally helpful. We have been mightily impressed by the skill and care with which they have invested and are delighted with the results.
Capital Investment Planning client
For well over a decade my wife and I have relied on Selwyn Paynter's financial analysis and business acumen to provide retirement income. We have always been impressed with the high professional standards of his team at Capital Investment Planning and recommend without reservation their expertise and integrity.
Client of 15 years
The daunting process for finding a financial adviser was mainly completed by a process of investigation and elimination. There were 49 Financial Advisers listed in the Yellow Pages. Ten potential firms were contacted and only three were selected to formally present in front of the Guardian Committee as to why they should be considered for the position of financial adviser to the Guardians and the Canterbury Property Investors' Association.
There were unexpectedly three totally different presentations originating from the Canterbury Property Investors' Association brief. Capital Investment Planning gave the most credible performance. They stuck to the brief and tabled an appropriate draft financial plan and offered to help write and negotiate with various parties, an Investment Policy Statement. With the consent of the executive of the Canterbury Property Investors' Association, Capital Investment Planning was unanimously elected, as our financial advisers.
John Moody
Previous Guardians' Chairman
Canterbury Property Investors' Association
We have known Sian Ruth for approximately 7 years. In that time she has been like a family friend while remaining professional and trustworthy. Sian can answer ALL our questions instantly without “getting back to us”. We wouldn’t hesitate to recommend Sian and Capital Investment Planning Limited as a competent, friendly company, where nothing is a problem.
Capital Investment Planning client
If you have over NZ$350,000 to invest and want truly impartial advice, contact us to find out how to put your money to work to fund your important goals.
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