Authorised Financial Adviser
My client base includes people who are building their retirement savings, or who have reached retirement and want their money managed during their lifetime.
I enjoy working with my clients to guide them through the various issues around retirement, freeing them to live the life they aspire to. Armed with years of experience I specialise in managing family trust and estate portfolios.
I am a member of Financial Advice New Zealand and an Authorised Financial Adviser.
When not at work my time is focused on travel, art, cooking, reading and walking the dog, as well as spending time with friends and family.back to the team