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 16 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...
Brent is Head of Wealth Management Advice, and a highly experienced senior wealth management expert. He puts his extensive skills and knowledge to work to help individuals and business owners prosper. Brent has over 20 years’ experience helping clients get financially...
David is passionate about providing our clients with financial advice, wealth management and investment planning to help them achieve their goals. He has over 15 years’ experience in financial services, including private, commercial and corporate banking, relationship...
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...