Anita Aitken-Taylor


Financial Adviser


GRAD.DIP BS, PFP, PRM, CFPCM, CLUCM, AFA


M: 021 849 097 |

Specialties

  • I love to work with people who are in transition to their next life-stage with creating or preserving their wealth.
  • Engaging with my clients to assist them to a better financial future with planning their lives.
  • I want to protect those in business and their families to ensure that money comes into the right hands at the right time.

About Anita

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.

I am long time married with three adult children and live in Te Awanga, and assist my elderly parents who live nearby.

I am passionate about health and wellbeing, focusing on whole and clean food eating particularly a low carb/keto foodie lifestyle. Deep down I actually am a creative type with soft materials, like silk painting, sewing, knitting and currently love to do modern crochet designs. I have a soft spot for the colour purple, dark chocolate, red wine, plus for leisure activities I currently enjoy yoga, e-biking on our trails, salsa dancing, and hiking, and especially enjoy my daily walk along our local beach with my little dog.

Having a child with a disability has shaped my life more than I ever anticipated and has made me who I am today, with a deep empathy for those that just do not fit into the typical life we expect. Because of this daughter, I have a close association with Hohepa, which is a very special character residential facility that needs parents and ongoing financial support to assist them in their endeavours for the betterment of their wider community.

My Three Golden Rules

  1. Plan for uncertainty as life is never certain.
  2. Life can throw curve balls.
  3. Things are not always as they seem.

Get In Touch

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