I work very closely with a small group of clients to help provide sensible, tailored advice and solutions that will help them on their journey to achieving their financial goals, helping them to live their best lives. I aim to build lasting, meaningful relationships based on trust, integrity and superior service. This relationship is discrete and for the long term.
My 29 years in financial services brings a vast range of experience and skill to to help achieve their goals. I am a Financial Adviser and hold a Post Graduate Diploma in Financial Planning from Waikato University, the globally recognised Certified Financial Planner designation and am a member of the Institute of Financial Advisers.
My wife and I have raised two great teenagers, and personally, I still love to try and chase the soccer ball each Saturday.
Ph: 027 553 9681