Chris believes financial advice is not all about monetary outcomes but also educating and understanding his clients from a personal perspective. He is a big believer in having a plan no matter what age and stage of life you are in, combined with the right guidance to...
Casey is passionate about helping people achieve a better financial future, regardless of where they are in their journey. He believes that quality advice means setting realistic financial goals and working together to achieve the best possible outcome. Casey has...
Jas has over 20 years’ experience in the financial industry in both Asia and NZ holding various roles. In her past experience as an adviser, she has dabbled in lending, insurance and investments. She has also managed banking operations, training, coaching and...
For Rob, dealing with people is the most enjoyable part of his role. He works to create durable, successful relationships that produce long term results. He combines his passion for people with a keen interest in the markets and over 30 years’ experience in financial...
Sanet is a highly experienced Wealth Management Adviser. She has more than 30 years’ experience in the financial service and banking industry, during which time she has worked in various senior client focused roles. Sanet’s specialist area of expertise is personal...