Allow Me to Introduce Myself
As your Financial Adviser I work with you to think ahead, and protect your progress so you make better decisions. It doesn’t matter what stage of life you are at. Whether you are wondering if your KiwiSaver is in the right fund for you, the impact of expensive renovations, buying a home or a rental property, or how much do you need to retire? These are all usual scenarios, my experience and use of technology can assist you through this process. Whether from simple KiwiSaver advice or a full Financial Life Mapping session, or Investment only advicer, I offer a meet and greet (30 mins) meeting for no charge and you can book this in directly from my website.
Specialties and Expertise
Bonds & Fixed Income
Budgeting
Cashflow & Income
Charities & Foundations
Complex Investments
Financial Planning
High-Net-Worth Individuals
Iwis
KiwiSaver
Managed Funds
Managing Debt
Property Investment
Retirement
Shares
Small Business Advice
Socially Responsible Investing
Superannuation
Tax Strategies
My fees
Fee based structure, also given to the client before proceeding so no surprises.