Peta-Lee Buckley

Financial Adviser

Peta-Lee Buckley

Financial Adviser

Specialising in

Working at

I am passionate about helping our clients identify what’s important to them about managing their money and what they are trying to achieve – then we work together to identify the path to make it achievable.

I help our clients to make informed decisions about managing their money and believe that everyone is entitled to and can benefit from sound advice at the key stages of their financial journey. I believe in building genuine relationships based on trust and open communication, ensuring that every client feels heard and understood.

The areas where I can help are KiwiSaver, managed funds, and retirement planning. My thorough understanding of investment advice can help clients navigate the important decisions that can have such a significant impact on the quality of their future financial stability.

Originally from South Africa, I met my Kiwi husband in London during my OE and we decided to make New Zealand home 26 years ago. I originally studied Marketing in South Africa and have over 11 years’ experience in the financial advice industry.

My husband, Glen, and I love going on family trips and organise at least one adventure each year. We have thoroughly enjoyed exploring much of what this beautiful country has to offer, as well as trips to visit family and friends in South Africa. With our 3 children growing up and leaving home to study and work, we are making the most of discovering the joys of the emptying nest!

Get in touch with Peta-Lee