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...
Derek has spent the last 20 years working in the financial services industry in a variety of roles, ranging from product development, customer services, and sales to providing financial advice. His experience provides a unique insight into developing plans for clients...
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...
Nick is a qualified financial adviser providing advice in wealth management and investments and has worked in the financial services industry for many years. Nick is passionate about helping clients with their investments, particularly with their KiwiSaver...