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CES Financial Management Brochure

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Contact Lynley on (09) 265 0854 or Murray on (03) 338 4444


Choose CES as Your External Provider of Financial Services

The cooperative nature of CES results in low overheads and lower fees to our school,preschool, trust and not for profit clients.
Because we understand that your requirements are unique, we offer flexible financial service packages that are client-focused, and user-friendly providing a level of personal service that is unmatched by other providers.  This is what sets us apart from our competitors.  Our staff have a passion for education, extensive knowledge of the charitable trust and community sector, and our teams of highly experienced finance officers are supported by qualified accountants. 

What makes CES the financial service provider of choice?

Provision of financial service from CES provides clients with independent oversight of the accounting function, important from an audit and risk perspective. CES offers a personalised solution to financial compliance for your school.

Additional benefits of using CES as a service provider include:


  • Security for the school, preschool,trust and the Board that a specialist educational financial services provider is assisting in financial management;

  • Release of staff to fill other roles;
  • Consistency and continuity of service should key personnel leave;
  • Monthly and annual accounts that meet all accounting standards , are comprehensive and are easily read
  • Timely reports on both a monthly and annual basis;
  • Service that is tailored to client needs;
  • Access to the combined knowledge of CES staff who service over 200 financial service clients across New Zealand;
  • Web based access for clients to view financial records.
  • No Software costs to your school
  • GST returns that meet IRD requirements
  • Client visits to both Board and Principal as required with personal assistance just a call away
  • Free bench marking reports on the way schools spend their valuable funds
  • Free introduction to new Boards on the schools financial position .

Helping you get best bang for your school or trust funds


CES makes investments on behalf of client schools and trusts. We seek the best rates possible that meet the needs of the 'call' your school or trust may want to have on its funds. You may, for instance, choose a short-term deposit because the funds are tagged for development work.
With CES, your funds are able to attract very satisfactory returns because, with a significant portfolio, we’re able to leverage the best interest rates.
Note however that each investment is in each individual school and clients name, and in separate accounts.
CES maintains relationships with a number of institutions and banks, which are approved by the Ministry of Education, a requirement for school clients under the Education Act.
All institutions/banks CES has a relationship with have moved to participate in and are warranted under the NZ Deposit Guarantee Scheme. 

Financial Service Packages

You have the freedom to choose CES’s level of activity in your preschool, school or trust’s accounting function – from full service packages involving payment of accounts, preparation of monthly reports, calculation and payment of G.S.T etc, to financial overviews in which our team liaises with your staff on a regular basis to review financial performance.

Contact CES today to discuss a package tailored to your needs.
1D Lady Ruby Drive
East Tamaki
Manukau 2013
64-9-265 0854
89 Nazareth Avenue
PO Box 414
64-3-338 4444
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