grow financial
Best Advice. Great Decisions.
At grow we pride ourselves on best advice.
We sleep well knowing that all clients have received professional financial advice. It's a simple philosophy but an important one to us. Best advice. Great decisions. We know this leads to excellent financial outcomes for our clients. Whether you are buying your first home, investing in property, the financial markets, or just protecting what you already own, the right advice is important and will make your financial journey a smooth one. At grow, we have the expertise and experience to respond to your changing needs.
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Peace of mind from a member of the Wealthpoint network
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We are one of more than 50 financial services advisory businesses, operating from more than 70 locations across New Zealand that make up the Wealthpoint network. With over 140 Financial Advisers covering life, health and general insurance as well as investments, KiwiSaver and mortgages, Wealthpoint is one of New Zealand’s largest independent financial adviser groups.
Wealthpoint stand behind our advice
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Our advisers are engaged directly by Wealthpoint Limited which holds a Financial Advice Provider (FAP) licence. For more information, visit wealthpoint.co.nz. Wealthpoint has obligations to the FMA to operate high standards of compliance and oversight for their adviser network. Click here to find out more information about how Wealthpoint engages advisers to ensure they operate in a way that protects your interests.
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Wealthpoint has systems and processes in place that underpin the advice given by advisers to their clients. These include:
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Professional Standards Manual
All Wealthpoint advisers operate under the guidance of a Professional Standards Manual. This outlines an industry best practice Advice Process, Wealthpoint’s Approved Products List and general conduct standards.
Wealthpoint Practicing Certificate
All Wealthpoint advisers must keep a current Practicing Certificate which demonstrates completion of product training and other professional development requirements.
Advice audits and Quality Assurance
A selection of files from all Wealthpoint advisers will be audited annually. This ensures high standards are maintained with professional development opportunities quickly identified and delivered.
grow financial Advisers
Servicing clients throughout NZ and abroad; I am an Financial Adviser FSP102124, qualified to provide financial advice and investment planning services, with an emphasis on:
Property finance: Achieving the required funding at competitive terms to help my clients become debt free faster. The way an application is presented to a lender greatly impacts the chances of approval at the required level of funding; I will ensure your application is put forward with the greatest chance of success resulting in an excellent approval rate.
Personal & commercial insurance: Advice to protect what clients have worked hard to create. Insurance advice relating to life, disability, income, health, home, business and liability.
Investment Management & Kiwisaver: Whether clients are looking to invest in a socially responsible manner, maximise the return of their portfolio, or set goals by putting money aside for their retirement, I look forward to assisting create wealth. My education and experience has taught me that keeping the investment approach simple is in the interest of my clients returns and their peace of mind.
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I am a member of the Insurance & Financial Services Ombudsman Scheme Inc.
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I became a Financial Adviser in 2005, prior to this I completed a Bachelor of Business Degree. This accounting and finance qualification, along with continuing education, has enabled me to understand clients’ wide-ranging financial needs, and offer them professional advice on achieving their goals. I live in Auckland with my wife and four children, and especially enjoy a game of tennis or fishing, and of course, family time.