Greg is passionate about helping clients improve their financial situation through sound investment planning. He leverages his background as a secondary teacher to refine his approach for each individual, making the client experience personable and seamless. As an...
Michael comes with over 20 years of experience in financial markets as an investment specialist. Originally from Seattle, he brings a wealth of knowledge and international perspective, having lived in New York, London, and Sydney. He now calls Wellington his home....
Peter is a Financial Adviser with over 30 years of experience in the banking and financial services industry. Peter’s passion lies in helping clients realise their financial aspirations. By delving into their current situations and taking the time to understand...
Emily thrives on helping our clients understand and manage their investments. Whatever situation you are in, Emily helps to break down investment jargon and identify simple ways to save and invest towards the future you want. Emily has over 17 years of experience in...
Jonathan is passionate about life, disability, and health insurance and enjoys providing exceptional personalised advice to help individuals, couples, and families protect their most valuable assets: their lifestyle, health, and ability to stay financially secure...