Allow Me to Introduce Myself
A passionate Certified Financial Planner with 28 years experience giving advice. Working with a great team here at Professional Investment Services (Manawatu) Limited to help you navigate the financial world and know you have someone guiding and helping you along the way.
Specialties and Expertise
Bonds & Fixed Income
Charities & Foundations
Discretionary Investment Management
Family Offices
Financial Planning
High-Net-Worth Individuals
Insurance
Iwis
KiwiSaver
Managed Funds
Retirement
Shares
Socially Responsible Investing
Superannuation
My fees
First appointment always free. Plan fees start at $287.50 - one off cost.