Servicing clients throughout NZ and abroad; Gavin is a Financial Adviser FSP102124, qualified to provide financial advice and investment planning services, with an emphasis on:
Property finance: Achieving the required funding at competitive terms to help his clients become debt-free faster. The way an application is presented to a lender greatly impacts the chances of approval at the required level of funding; Gavin will ensure your application is put forward with the greatest chance of success resulting in an excellent approval rate.
Personal & commercial insurance: Advice to protect what clients have worked hard to create. Insurance advice relating to life, disability, income, health, home, business, and liability.
Investment Management & Kiwisaver: Whether clients are looking to invest in a socially responsible manner, maximise the return of their portfolio, or set goals by putting money aside for their retirement, Gavin looks forward to assisting to create wealth. His education and experience have taught him that keeping the investment approach simple is in the interest of his client’s returns and their peace of mind.
Gavin is a member of the Insurance & Financial Services Ombudsman Scheme Inc.
Gavin became a Financial Adviser in 2005, prior to this he completed a Bachelor of Business Degree. This accounting and finance qualification, along with continuing education, has enabled him to understand clients’ wide-ranging financial needs and offer them professional advice on achieving their goals. Gavin lives in Auckland with his wife and four children, and especially enjoys a game of tennis or fishing, and of course, family time.