Name (Last, First)
FRATER, ROSS
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Address
Level 1
The Forum
Market Street
Blenheim
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Areas of Advice
Business Risk, Cash Management, Debt Management, Financial Planning, Insurance F&G, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds
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Professional Designations
CERTIFIED FINANCIAL PLANNER CM, CERTIFIED LIFE UNDERWRITER CM, Trusted Adviser, Financial Advice NZ
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Profile
After 30 plus years of helping people manage their money and insurances, I know the value of good advice. While it’s never easy seeing clients deal with a health crisis or unexpected event, it’s nice to know that planning ahead can help reduce the financial pressure. When I’m not in the office you can find me out on the boat chasing blue cod in the stunning Marlborough Sounds, riding my mountain bike, spinning the Chocolate Wheel at the St Mary’s School gala or playing guitar dreaming of being a rock star. With two young boys keeping me occupied, I know life gets busy so give me a call and let me do the running around to sort out your insurances and savings.
I provide financial advice on behalf of Wealthpoint Limited which holds a Financial Advice Provider licence. For more information, please visit wealthpoint.co.nz/ wealthpoint-disclosure
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