The single most important key to client success is to be a good listener. By listening, I can identify exactly what my clients want to achieve as there is no one size fits all solution. I believe any client’s chosen strategy is dynamic, changing with time therefore making continuous review and education vital. This is why I will be with you all the way to make sure you reach your financial goals.
I have worked in the insurance and investment industry both in New Zealand and the UK over the past 6 years. I completed my Bachelor of Business majoring in Finance and Business Management in 2015. I then went on to complete the AFA (Authorised Financial Adviser) certification allowing me to provide my client with personalised financial advice.
In my spare time you’ll find me out on the water or up in the hills exploring all that New Zealand has to offer.