“To me, financial planning is a relationship kind of business. I like to sit down with clients, find out about them and their family, their lifestyles, and their goals for the future.”

David Carter

David Carter

GradDipBusStuds, DipTchg, CFP CM
Financial Adviser, Christchurch

Having built up a career as a Financial Adviser for over 20 years, David has always been passionate about bringing clarity and guidance to people’s financial futures. To him, it’s not just about the numbers, it’s about helping people make the best financial decisions that work for them, their lifestyles and their goals.


David started his career in financial planning graduating from Massey University with a Graduate Diploma in Business Studies. He holds the Certified Financial Planner Certification (CFPCM) and has a Diploma in Teaching. Now, David works with over 80 clients guiding them on their financial journey.


David is particularly passionate about educating the future generation of financial advisers He is a part time lecturer teaching Financial Planning at ARA Institute of Canterbury, for their Diploma and Bachelor of Business Studies courses. This role has given him the opportunity to represent NZFP in the education sector and help raise the standard of financial advice in New Zealand.

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Finding clarity and a pathway forward

Providing clarity and guidance has always been an integral part of the role for David. Whether clients are searching for financial security before retirement, or wanting to weigh up their investment options, to David, it’s all about helping his clients get a truly valuable plan for their financial future.

“What I enjoy most is seeing the relief that people experience when a plan is presented that shows them a pathway forward. Giving them that focus and direction, that’s what’s so rewarding to me.”

People-focused, David is committed to building strong, valuable relationships with his clients. It’s this personal approach which allows him to not only provide a worthwhile service, but to be that pillar of support that people so often need when navigating their financial futures.

“To me, financial planning is a relationship kind of business. I like to sit down with clients, find out about them and their family, their lifestyles, and their goals for the future.”
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Hear what David's clients have to say…

“I came to David looking for some guidance with my financial plan. Before, I’d always managed my financial situation myself, but since my husband had passed and I was getting older, I was feeling out of my depth and needed help. 

From the first day I met him, David was wonderful, professional and very caring. He took the time to understand what I needed, and clearly presented my financial plan in a way that made sense to me. It was such a relief to have somebody who knew what they were doing, and David always made the effort to talk to me when I needed.”
Judy
“David really took the time and energy to make sure we were making the right financial decisions. The whole journey was really detailed. I went in thinking we’d just talk about retirement, but David showed us so much more that we wouldn’t have even thought about.

He started by asking about our goals, assessing our current situation, then making a plan about how to get to where we want to be. David had such a lovely manner and was so knowledgeable, I really felt like we were in safe hands.”
Matt
"As an organiser and attendee at My Best New Year 2020, I really appreciated David Carter’s talk about Financial Fitness. He brought the piece of the puzzle that is often missing from “Whole health and wellness” programs. 

Dave helped me recognise that financial health is an important aspect of our overall well-being, as much as physical fitness or nutrition. And he managed to make it a very entertaining presentation! I highly recommend seeing him whenever you have the opportunity."
John Verd,
Club Manager, Anytime Fitness Chch Airport
"Highly recommend if you are looking for financial planning or investment advice in Christchurch. 

Our advisor, David was friendly, thorough and super helpful. Ten years later looking back - deciding to work with David & NZFP was definitely one of the best financial decisions we have made."
Antony Ellis

David's Featured Blogs

Review Your Insurance | Safeguard Your Retirement Goals | NZFP

Let’s review your insurance

By NZFP • February 28, 2020
If you set up your insurance a while ago, you could be under-insured or neglecting your retirement savings. Review your insurance with a financial planner from NZFP!

Christchurch Office

Contact
Phone: (03) 375 4040
Freephone: 0800 375 4040
Email: [email protected]
Postal Address
PO Box 36-381, Merivale,
Christchurch 8146
Physical Address
158 Leinster Rd, 
Merivale, Christchurch 8014