Canterbury Financial Services

Finance · New Zealand · 11-50 Employees

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Overview

Headquarters

237 High St, Rangiora, Canterbury, 7400,...

Phone Number

+64 33139200

Revenue

$5.2 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
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About Canterbury Financial Services

We focus on our clients achieving independent wealth, within a managed level of risk appropriate to themselves - while ensuring along the way, should any disaster happen such as medical, trauma, disability, either permanent or temporary, impact on their ability to earn an income and therefore meet their objectives, prior to financial independence, can be achieved even in the event of death. The financial markets have awarded our adviser and service managers authority to act in your best interests under our agreed investment proposal and we take pride in building "one on one" interpersonal relationships with our clients over the years, grounded in trust and confidence. CFS is also proud to have obtained its Discretionary Investment Management License FSP 29382 which means that the Financial Markets Authority has awarded CSF the authority to act under a higher level of supervision in regard to its operations. Accordingly, CFS can act appropriately and effectively under the terms of the aRead more
Canterbury Financial Services's Social MediaPopular SearchesCanterbury Financial Services LtdCFS Canterbury Financial ServicesCanterbury Financial Services - LtdCanterbury Financial ServicesCanterbury Financial Services - 237SIC Code 62,628NAICS Code 52,523Show more

Canterbury Financial Services Org Chart

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Managing Director and Financial Adviser

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Investment Administrator

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Canterbury Financial Services Tech Stack

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Frequently Asked Questions Regarding Canterbury Financial Services

What is Canterbury Financial Services's official website?
Canterbury Financial Services's official website is www.cfslimited.co.nz
What is Canterbury Financial Services's Revenue?
Canterbury Financial Services's revenue is $5.2 Million
What is Canterbury Financial Services's SIC code?
Canterbury Financial Services's SIC: 62,628
What is Canterbury Financial Services's NAICS code?
Canterbury Financial Services's NAICS: 52,523
How many employees does Canterbury Financial Services have?
Canterbury Financial Services has 11-50 employees
What industry does Canterbury Financial Services belong to?
Canterbury Financial Services is in the industry of: Finance, Insurance, Securities Trading
What technology does Canterbury Financial Services use?
Some of the popular technologies that Canterbury Financial Services uses are: Google Universal Analytics, Squarespace Online Stores, Microsoft 365, Google Tag Manager
How do I contact Canterbury Financial Services?
Canterbury Financial Services contact info: Phone number: +64 33139200 Website: www.cfslimited.co.nz
What does Canterbury Financial Services do?

We focus on our clients achieving independent wealth, within a managed level of risk appropriate to themselves - while ensuring along the way, should any disaster happen such as medical, trauma, disability, either permanent or temporary, impact on their ability to earn an income and therefore meet their objectives, prior to financial independence,... can be achieved even in the event of death. The financial markets have awarded our adviser and service managers authority to act in your best interests under our agreed investment proposal and we take pride in building "one on one" interpersonal relationships with our clients over the years, grounded in trust and confidence. CFS is also proud to have obtained its Discretionary Investment Management License FSP 29382 which means that the Financial Markets Authority has awarded CSF the authority to act under a higher level of supervision in regard to its operations. Accordingly, CFS can act appropriately and effectively under the terms of the agreed investment proposal to make changes to clients' investments deemed to be in the best interests of capital preservation and risk management. We use preferred Insurance Company suppliers with names such as AMP, Fidelity Life, Sovereign, Nib (previously Tower), Southern Cross, etc. for Risk Management, while accumulation for retirement and enhancement is carried out through investment-grade Investments and our investment research and platform providers in AMP Financial Services (WealthView), Booster and OneAnswer (owned by ANZ). For Personal Insurance and Health Insurance, research is done through Iress and Strategy. We like two independent researchers in each sector to give us a broader spectrum and consensus of views. If you are unhappy with our service - click hereRead More

What are Canterbury Financial Services social media links?
Canterbury Financial Services Linkedin page Canterbury Financial Services Facebook page
Is Canterbury Financial Services a public company?
Canterbury Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Canterbury Financial Services

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