With over 13 years’ experience in the banking and financial services industry including providing financial advice for investment planning, retirement planning, asset protection and estate planning, Sarah enjoys helping clients develop sound investment plans to achieve their goals whatever they may be, getting to know clients and build strong working relationships with them to understand fully their wants and needs.
She completed her Masters Degree in Business Administration (MBA) from the University of Waikato in 2010. Thesis topic “How to improve financial literacy in NZ in regards to adult investment”.
Sarah enjoys spending time with family and friends. She also enjoys travel, an active lifestyle at Mount Maunganui and crossfit training.
Sarah is an Authorised Financial Adviser, regulated by the Financial Markets Authority.