Stuart works with his clients to build and manage their wealth through an in-depth consultative process creating a customised financial roadmap to enable clients to get their financial house in order and to realise a better financial future.
Stuart has worked in the financial advice industry for 13 years including 9 years for a local financial advisory business and more recently for Public Trust providing investment advice to charitable, family trusts and estate clients
Stuart holds the internationally recognised Certified Financial Planner designation and is an Authorised Financial Adviser.
Outside of work you may spot Stuart walking his dogs around Newtown or at various sporting venues around Wellington supporting his children’s numerous sporting aspirations. Stuart is a keen golfer and member of the Miramar Golf Club.
Stuart is an Authorised Financial Adviser regulated by the Financial Markets Authority.