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...
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...
Wendy is passionate about getting to understand her clients’ needs, giving appropriate advice and ultimately helping them to reach their goals. Wendy has over 10 years experience in both public sector and private sector including over 6 years in the financial...