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Evidence-based Financial Planning built around your life
Live Your Ideal Future with Confidence
At Central Financial Planning, we help individuals and families make confident, informed financial decisions through personalised, values‑driven advice. Our focus is on long‑term planning — not products — so you can move forward with clarity and peace of mind.
Financial planning focused on what matters most to you
Your financial life is more than numbers. It’s about your goals, your family, and the future you want to create. That’s why our advice starts with understanding what matters to you and builds from there using disciplined, evidence‑based investment strategies.
As a boutique planning firm, we provide clear guidance, thoughtful structure, and ongoing support as your life and circumstances change.
Who we work with
We work with people who value clarity, structure, and long‑term thinking. Our clients are typically individuals, couples, and families who want trusted guidance through important financial decisions — now and into the future.
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Pre‑retirees and retirees
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Professionals and business owners
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Families planning for the long term
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People seeking independent, evidence‑based advice
Our areas of advice and planning
Our Story
Central Financial Planning was founded on a simple belief: good financial advice should bring clarity, confidence, and peace of mind — not complexity or pressure.
We exist to help people make thoughtful financial decisions that support the life they want to live. That means taking the time to understand what truly matters to each client, and building financial plans that are guided by evidence, informed by experience, and grounded in personal values.
As a boutique advisory firm based in Central Otago, we deliberately focus on long‑term relationships rather than short‑term outcomes. Our approach is planning‑led, not product‑driven. We believe structure, discipline, and clear thinking are far more powerful than chasing trends or reacting to noise.
Financial life is rarely static. Circumstances change, priorities evolve, and unexpected events occur. Our role is to provide steady guidance through these changes — helping clients stay focused, informed, and confident as their lives unfold.
At Central Financial Planning, we measure success not by quick wins, but by the trust we build and the confidence our clients gain over time. Our commitment is to thoughtful advice, clear communication, and long‑term partnership — so you can move forward with confidence, knowing your financial decisions are aligned with what matters most to you.