- Assisting clients with Kiwisaver fund choices
- Assisting clients with Retirement Income Planning with a focus on the whole picture
- Providing advice on Personal Investments
- Over 25 years experience in the financial services industry
- Working with high net worth individuals
Background & Experience
Steve has worked in the financial services industry for over 25 years. Steve has gained his Graduate Diploma in Business Studies and Personal Financial Planning from Massey University. As a Certified Financial Planner he enjoys helping clients in most aspects of their personal financial needs however working with the Lifetime has helped him to now focus more on investment and retirement planning.
Outside of work Steve likes most sports, is a keen golfer and now really enjoys watching his son take part in Saturday morning sport.