Christine is deeply committed to empowering individuals to build lasting financial security and achieve their long-term goals with confidence, clarity, and peace of mind. When life gets busy, your finances shouldn’t be a source of stress. Whether you’re just starting...
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...
Janani (also known as Jay) started working in the Financial Advice space in 2019 and has since remained passionate about helping her clients achieve their financial goals. Her experience stems from the Banking and Financial services sector with a primary focus on...