At Apex Advice, we want to grow and protect your wealth, so you can achieve and preserve the desired lifestyle that you and your family deserve.
As an Authorised Financial Adviser (AFA), I have a legal fiduciary obligation to my clients: your financial welfare will always be my highest priority.
I consider continuous professional development critical for achieving and maintaining competence. In addition to my AFA studies, I have also completed the NZX Diploma and passed the CFA Level I exam. The CFA (Chartered Financial Analyst) is the most prestigious and rigorous investment qualification; I aim to become a charter holder in the future.
In my spare time, I enjoy catching-up with family and friends, scuba diving, creative writing, and trading stocks/options. Following the financial markets is a hobby of mine, and not merely a career.
You and your family deserve professional, personalised financial advice.
Call or email me today for all your investment, including KiwiSaver, and insurance needs.
“Someone's sitting in the shade today because someone planted a tree a long time ago.” -Warren Buffett