Mission
I want to make financial planning a satisfying experience that builds my clients’ confidence in their financial outlook. I will provide practical advice that allows my clients to achieve their goals, researched and communicated in a way that gives them confidence that they have a plan to realise their vision.
Vision
To provide my clients with practical advice to help them achieve their financial goals:
This will support my clients in achieving:
Values
Do what is right by our clients.
Value Proposition
Personalised solutions to help you achieve your goals.
Roman philosopher Seneca said that luck is where preparation meets opportunity. With over 25 years’ experience in economics, strategic planning, business planning, performance monitoring and advisory, I will bring significant expertise to develop personalised solutions to help you make your own luck and achieve your goals.
I want to make financial planning a satisfying experience that builds my clients’ confidence in their financial outlook. I will provide practical advice that allows my clients to achieve their goals, researched and communicated in a way that gives them confidence that they have a plan to realise their vision.
Vision
To provide my clients with practical advice to help them achieve their financial goals:
- For individuals and families unsure whether they will ever be able to afford a mortgage, this could be designing a manageable plan to help you into your first home
- For those actively looking for a property, I can provide access to a wide range of New Zealand's bank's and lenders to provide the right solution for your lending needs
- For more established individuals and families this could be a practical financial plan to manage the competing demands of lifestyle, family and retirement, utilising the benefits of Kiwisaver and Managed Funds.
This will support my clients in achieving:
- Control – a framework to provide financial visibility and planning
- Confidence – investment goals and planning matched to your risk profile.
Values
Do what is right by our clients.
Value Proposition
Personalised solutions to help you achieve your goals.
Roman philosopher Seneca said that luck is where preparation meets opportunity. With over 25 years’ experience in economics, strategic planning, business planning, performance monitoring and advisory, I will bring significant expertise to develop personalised solutions to help you make your own luck and achieve your goals.