- Investments and KiwiSaver
- Retirement Planning
- Overseas Pension Transfers Into New Zealand
- Financial Risk Management
- Full Financial Planning
I am originally from the UK but have been a Kiwi for 20 years. I have lived in many countries such as Singapore and Japan, due to my career over the last 30 years in investment banking, stockbroking and financial planning. We moved home to New Zealand as a family and we love to spend time enjoying life by being at the beach, gardening and relaxing.
I am an financial adviser who is passionate about helping people to visualize their financial journey. I encourage everyone to have a personal financial plan - the earlier the better - as it is never too early to start thinking about the future! It's easy to aim for goals in life, but not always simple to keep on the path to get there, many rocks can get in the way. As your financial coach I can help you keep focused on this. The foundation for our long-term professional relationship is one of trust and confidence ensuring strength and certainty.
My Three Golden Rules
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.