GRAD.DIP BS, PFP, PRM, CFPCM, CLUCM, AFA
I am a qualified holistic (or fully fledged) adviser who has the desire to help my clients succeed better on their journey to financial independence. I like to partner with my clients to assist them to have clarity around their goals and to give them financial certainty. I call myself a financial GPS; it is not about the destination but rather the journey.
- Office: Napier