Fuelled by a passion for financial planning and a keen eye for investments, Leon takes pride in developing a deep understanding of his client’s unique circumstances and guiding them toward achieving their financial goals. With over 17 years of comprehensive...
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...
Andrew is an experienced Financial Adviser with over 20 years of industry experience. He’s passionate about working with clients to assist in realising their long-term financial and lifestyle goals. To achieve this Andrew provides financial advice tailored to...