I have been a Financial Adviser since 1997, starting my career at AMP.
We started Accelerate in 2010; with a real focus on exceptional service. Accelerate specialises in wealth and asset protection, investment, insurance for individuals and business, home loans and KiwiSaver. I am always mindful these areas are really personal for our customers and it’s a privilege to advise them.
I invest heavily in our customer relationships and take the time to build trust. Only once I’ve done that, we sit down together and plan the future they can see for themselves. Over time, many Accelerate customers have become our friends, so it’s a philosophy that works.
The way that service is delivered is important too. I’m a big believer in keeping it honest and straightforward. Sometimes at the start of a relationship, customers ‘don’t know what they don’t know’, in terms of how to go about financial planning for their future. I make sure we explain options with no industry jargon, and that we encourage the customer to ask questions wherever they need clarification.
Honest, sound, effective financial advice based on years of experience, and a real passion to help customers achieve the life they see for themselves – that works.
Let’s talk. I’d like to help you too.