Name (Last, First)
OLIVER, STEPHEN
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Company
Steve Oliver Financial Services Limited
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Address
135 Spey Street
Invercargill
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Areas of Advice
Budgeting, Business Risk, Cash Management, Debt Management, Financial Planning, Health Insurance, Home Equity, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds
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Professional Designations
Trusted Adviser, Financial Advice NZ
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Profile
I was was educated at Southland Boys High School, studied management and accounting at Otago University, and have lived and worked in Southland all my life.
I am a Financial Adviser and have been a member of the Financial Advisers NZ (formerly the Institute of Financial Advisers) since 2002.
Philosophy
“I see my role as helping successful people make smart decisions about money.”
I endeavor to live a balanced life and my goal is to help my clients achieve that as well. We do that by keeping it simple and taking a pragmatic, commonsense approach to financial management. By getting the basics right first, we can ensure that clients can go on to build passive income, protect themselves and their businesses against the unforeseen, create wealth and ensure a prosperous future.
Personal
I am married to Marcia and we are the proud parents of three children; Sophie, Katie and Carter.
I continue to be an active investor in shares, managed funds and both residential and commercial rental property. I have had previous investment experience owning retail , foreign exchange and precious metal trading businesses.
My leisure interests include surfing and skiing. I am also a proud committee member of the Southland Board Riders club and active supporter and sponsor of the Old Boys AFC Football Club.
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