More About Me

Committed to Excellence

Throughout the years, I’ve earned a reputation for being one of the best financial advisers in New Zealand.  This reputation is supported by numerous  industry awards spanning many years. I am an Authorised Financial Adviser and have gained the CFP (Certified Financial Planner) and the CLU (Certified Life Underwriter) designations which are recognised internationally as symbols of excellence.  I also have domestic qualifications with a Post Grad Diploma in Personal Finance, after obtaining my Bachelor of Business Degree.  The interests of my clients are always my first priority, and I go above and beyond to make sure they get the results they need.

I work to help you achieve your financial goals.  Whether you are new to investing or looking for a fresh approach to your current portfolio.  I am your go-to source for:

  • Investment portfolio advice

  • Retirement planning

  • Risk Management and personal insurance

Contact me today to set up a meeting and find out more about what I can do for you.

 

027 573 0152

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