Melanie Cooper

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...

Peter Morrison-Story

Peter has over 30 years’ experience in the banking and financial services industry with 17 as a Financial Adviser. Peter works closely with his clients to develop a specialist investment solution that suits their needs, helping them to achieve their financial goals....

Shane Downey

Shane is a wealth management expert with over 20 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...

Stuart Baddeley

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...

Turin Howell

Turin understands that his best work comes from really getting to know his clients in an open and friendly environment. He works together with his clients to set goals and come up with an easy to follow plan to achieve them. He enjoys making new connections with...