021 0229 7560 david@pilgrimfs.co.nz

Wealth Management

People work hard to earn money; we at Pilgrim Financial Services make money work for you. To enjoy a better lifestyle, start planning. We ensure your wealth is protected, and implement strategies to mitigate personal risk

An investment portfolio should be constructed to take into account an investor’s risk tolerance, objectives, the return required, and time frame by allocating assets (stocks, bonds and cash) into different categories. To retire wealthy, a portfolio should have a mixture of cash, bonds, and shares, and each one mixed within itself.

Contact us

David Luke, Financial Advisor
Phone: 021 0229 7560
Email: david@pilgrimfs.co.nz