Name (Last, First)
STAPLES, KRISTY
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Company
Core Wealth Solutions Limited
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Address
Palmerston North Central
Palmerston North
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Areas of Advice
Business Risk, Cash Management, Debt Management, Financial Planning, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds, Tax, UK Pensions
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Professional Designations
CERTIFIED FINANCIAL PLANNER CM, Trusted Adviser, Financial Advice NZ
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Profile
Kristy is a Chartered Accountant, and Certified Financial Planner (CFP). She has worked at Core Wealth since 2006 having worked prior to that for Accounting firms both locally and in Ireland.
Kristy enjoys helping all her clients understand what matters most about there financial picture – cutting through the jargon and complexity to present simple and understandable solutions.
Kristy lives on a farm with her husband, Rhys and their children Max, Ella and Bonnie. She is a founding member of 3keys.
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