Taking a holistic view of your family, business and financial situation I work with you to bring together a sound and long term plan to manage your pathway towards increasing wealth and independence providing surety around Retirement planning and safety in regard to protecting your family and/or business from the many risks that you might face along the way.
I have been involved in the Financial Services Industry for four decades starting in 1977, and have been a financial adviser since 2001. I’m passionate about looking after my own health, with a love for the outdoors and getting into the gym or onto the golf course, and care deeply about helping my clients to become financially healthy.
I currently am serving as a Board Member and the Treasurer for the Cerebral Palsy Society of New Zealand and a director of the Society’s investment business Essential Assets Limited.
NZ Sign Language is my second language having a personal connection to Deaf Culture and Society through my daughter.