I am passionate about my family(wife, Sue, and three adult children), fun, wine (I have a 750 bottle cellar), fitness (workout 6 days a week) and road biking (only on nice summer days) .
My business name:
New Zealand Financial Planning Co Ltd
About my business:
I have been a personal financial planner helping my clients achieve their lifestyle goals for over 20 years. Our business is one of the larger adviser-owned financial planning businesses in New Zealand. My disclosure document is available free of charge at www.nzfp.co.nz
The best referral for my business is:
Someone who wishes to plan for a comfortable lifestyle in retirement and has the potential to accumulate investment assets in excess of $400,000 by the time they retire.
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