Name (Last, First)
Financial Planning New Zealand
021 444 339
Areas of Advice
Budgeting, Business Risk, Cash Management, Debt Management, Direct Investment, Estate Planning, Financial Planning, Home Equity, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds, Tax, UK Pensions
CERTIFIED FINANCIAL PLANNER CM, CERTIFIED LIFE UNDERWRITER CM, Trusted Adviser, Financial Advice NZ
With a background in accounting and law, I have been a full time financial planner since 1987, after leaving the Corporate Fraud Unit of the Department of Justice.
I wanted to help people make sound, sensible, and sane decisions on how to invest their money.
I was instrumental in establishing a professional needs based financial planning process which became the standard for what is now considered ‘best practice’ for the giving and implementation of financial advice.
My area of specialisation is Retirement Advice
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