With over 30 years of experience in financial services, Peter is dedicated to helping his clients achieve their financial goals. We’re delighted to welcome him onboard as our latest addition to the Wealth Team. 

From avid Warriors fan and explorer of New Zealand to helping clients realise their financial potential, we know you’ll enjoy getting to know Peter. His relatability and relaxed approach define his success in assisting clients to tackle their financial goals.  


What Do You Do in Your Day-to-Day as a Financial Adviser? 

I empower clients to achieve their financial goals and take control of their financial destiny through personalised financial advice. I work with clients to craft a plan that allows them to protect and grow the things that are important to them.  

My day-to-day includes meeting with clients, understanding their financial situation, developing tailored financial plans, managing investments, and continually monitoring and adjusting strategies to ensure they remain aligned with clients’ goals. 


What Do You Love Most About Your Job and the Work You Do? 

I love seeing clients make informed decisions that lead to improving their financial wellbeing and security.  

Helping them navigate their financial journey and witnessing their progress is incredibly rewarding. It’s fulfilling to know that my guidance and expertise can make a significant difference in their lives, helping them achieve their dreams and goals. 


Why Is Building Wealth So Important? 

Building wealth is a fundamental aspect of achieving long-term financial stability and independence. It allows individuals to make financial decisions that align with their goals and dreams.  

Wealth creation can provide future financial security, stability around handling unexpected costs, and the freedom to pursue opportunities without financial constraint. It enables individuals to plan for retirement, support their family, and leave a legacy for future generations. 


What Do Clients Love Most About Working with You? 

I have a relaxed, no-pressure approach when working with clients.  

Financial planning can feel daunting, so I strive to create an environment where clients feel at ease. Clients appreciate my genuine commitment to their financial wellbeing and my ability to make complex financial concepts accessible and easy to understand.  

This approach helps build trust and long-lasting relationships, making the financial planning process a positive and empowering experience for my clients. 


What Are the Top Things Clients Should Consider Around Investing? 

Clients should make informed and effective decisions by carefully considering:

  • Investment Goals: Clearly define what they want to achieve with their investments. 
  • Time Frame: Determine the investment horizon—short-term, medium-term, or long-term. 
  • Risk Tolerance: Understand their comfort level with risk and how much they are willing to tolerate. 
  • Diversification: Spread investments across different asset classes to mitigate risk. 


Debunk the Worst Myth You Hear About Investing 

One of the worst myths about investing is that it is reserved for the wealthy.  

Investing is an accessible, essential tool for building financial security and achieving long-term financial goals, no matter your income level. By dispelling this myth, more people can take the first step towards growing their wealth and securing their financial future. 


What Are Your Hobbies and Passions Outside of Work? 

Outside of work, I love getting out in our motorhome, discovering new destinations, enjoying the outdoors, and visiting new parts of this beautiful country.  

I’m also an avid Warriors supporter having been there from the start. Supporting the Warriors has been very much like investing—it has its highs and lows but don’t worry – this is our year – up the WAHS! 


What’s the Best Piece of Advice You’ve Ever Received? 

The best piece of advice I’ve ever received comes from Warren Buffet:  

“Price is what you pay. Value is what you get.”  

This quote encourages investors to make thoughtful decisions based on the actual worth of an asset rather than short-term market fluctuations.  

In summary, focus on the value an asset provides in the long term rather than being swayed solely by short-term market prices. Investing is a journey, not a short-term endeavour. 


If you’re interested in exploring strategies for your investment portfolio, we invite you to book a financial review with an AdviceFirst Wealth Adviser. Reach out to the AdviceFirst team on 0800 438 238 or email hello@advicefirst.co.nz.