Name (Last, First)
MCKENZIE, LUKE
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Company
Move My Pension & McKenzie Financial Planning
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Address
31 Balfour Crescent
Riverlea
Hamilton
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Areas of Advice
Financial Planning, Investment, KiwiSaver / Retirement, Managed Funds, UK Pensions
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Professional Designations
CERTIFIED FINANCIAL PLANNER CM, Trusted Adviser, Financial Advice NZ
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Profile
Luke is a CERTIFIED FINANCIAL PLANNERCM professional and Investment Advisor, who specialises in New Zealand based advice for new migrants from the United Kingdom. His extensive business experience provides him with an excellent background for financial planning. He is a competent financial advisor with the knowledge and ability to advise on all aspects of financial advice including risk management, estate planning, New Zealand Superannuation and investments. He is also experienced in UK pensions, endowments and investments.
He is the Past Chair of the NZ UK Pension Specialists Group as well as the past Chair of the IFA Waikato Branch.
Luke is married, has two adult children and services clients New Zealand wide. He looks for clients that he can add value to their situation and to provide ongoing advice and reporting to.
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