Investment Services in Hawke’s Bay
At LMS Insure & Invest, we understand that building and preserving wealth is about more than just saving — it requires clear goals, informed decisions, and a strategy tailored to your unique circumstances.
We work with individuals, families, and business owners across Hawke’s Bay — including Hastings, Napier, Havelock North, Central Hawke’s Bay, and surrounding rural areas — to help them grow their financial security and achieve long-term success.
Whether you’re planning for retirement, looking to make the most of your KiwiSaver, or wanting to invest surplus income wisely, we offer customised investment solutions aligned with your goals, timeframes, and risk tolerance. With LMS Insure & Invest, you gain a trusted local partner who will support your financial journey every step of the way.
Investment Services in Hawke’s Bay
At LMS Insure, we believe that a well-structured financial plan is the cornerstone of achieving your life goals. With a strong presence in Hawke’s Bay and a commitment to helping individuals and families build secure financial futures, our experienced advisers provide personalised financial planning services that align with your aspirations, lifestyle, and long-term objectives.
Why Investment Planning Matters?
In today’s dynamic financial landscape, effective investment planning is crucial for achieving long-term financial objectives. Whether you’re saving for retirement, planning for your children’s education, or seeking to grow your wealth, a well-structured investment strategy can provide the roadmap to financial security.
Our Approach to Investment Planning
At LMS Insure & Invest, we prioritize understanding your individual financial situation and aspirations:
- Personalised Consultation: We begin with a comprehensive discussion to assess your current financial status, goals, and risk tolerance.
- Tailored Strategies: Leveraging our extensive experience, we develop investment plans that align with your objectives and adapt to market conditions.
- Ongoing Support: We provide regular reviews and updates to ensure your investment strategy remains effective and aligned with your evolving needs.
Benefits of
Choosing
LMS Insure & Invest
Local Expertise
Being based in Hawke’s Bay, we have a deep understanding of the community's unique needs and challenges.
Comprehensive Services
Our wide range of insurance products ensures that all aspects of your domestic protection are covered.
Trusted Advisers
Our team comprises seasoned professionals committed to providing honest and transparent advice.
Accessible Support
We are available 24/7 and can meet at a time and place that suits you, including virtual consultations.
Our Investment Services
We offer a comprehensive range of investment services designed to meet the diverse needs of our clients:
KiwiSaver Advice
Managed Funds
Access to a variety of managed investment funds tailored to your risk profile and investment objectives.
UK Pension Transfers (QROPS)
Australian Superannuation Transfers
Meet Our Financial Planning Expert: Peter Seligman
Peter Seligman brings over two decades of global financial planning experience, having worked in the UK and Singapore before joining LMS Insure & Invest in Hawke’s Bay.
He specializes in investment management, KiwiSaver, financial scenario planning, and UK pension transfers (QROPS). Peter is committed to helping clients feel confident about their financial futures through tailored guidance and actionable strategies.
Our clients' satisfaction reflects our commitment to excellence!
Hear from our clients
“James provided clear and concise advice, making the insurance process straightforward and stress-free.”
“Adam’s expertise and attention to detail ensured we had the right coverage for our family’s needs.”
“Peter helped with QROPS, pensions, and retirement planning—highly recommended for expert guidance.”