Brent is Head of Wealth Management Advice, and a highly experienced senior wealth management expert. He puts his extensive skills and knowledge to work to help individuals and business owners prosper. Brent has over 20 years’ experience helping clients get financially...
David is passionate about providing our clients with financial advice, wealth management and investment planning to help them achieve their goals. He has over 15 years’ experience in financial services, including private, commercial and corporate banking, relationship...
Donovan provides personalised financial advice which spans saving, investing, KiwiSaver and retirement planning, as well as wealth management services to trusts. He has over 30 years’ experience in the financial services industry and has held numerous roles including...
Melanie is a wealth management expert with over 15 years’ experience in the financial service industry. This includes three years working with high level clients as a Wealth Adviser with a major New Zealand bank. Melanie’s specialist area is financial advice and...
Shane is a wealth management expert with over 25 years’ industry experience. He specialises in strategic investment and retirement planning. Shane works closely with clients and their professional counsel – including lawyers and accountants – to develop...