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Find an Adviser or Consultant

Your personal financial adviser’s role is to help you identify what goals you want to achieve in the near and long term and then devise a strategy and plan to help you achieve them. This is the beginning of a longer term relationship to help ensure you remain on track to achieving them.

For trust planning, establishment and administration, our trust consultants are specialists - helping you to determine if a trust is the best option for you and if so, how to structure it to benefit you. They are also experts in wills and estate planning, helping you to preserve what you have by working through with you all the details and requirements for your estate to ensure your wishes are carried out as you instructed. They manage the legal requirements to complete the will.

Find an Adviser or Consultant

Auckland

Amanda Fuller

Trust Consultant

Phone 09 927 9481

Bryan Ivamy

Trust Consultant

Phone 09 927 9419

Clinton Macy

Authorised Financial Adviser

Phone 09 927 9482

Dennis Edel

Authorised Financial Adviser

Phone 09 927 9410

Kevin Copland

Authorised Financial Adviser

Phone 09 927 9513

Mark Corlett

Trust Consultant

Phone 09 927 9406

Nicky Reid

Trust Consultant

Phone 09 927 9403

Sam Kodi

Authorised Financial Adviser

Phone 09 927 9539

Taranaki

Neil Ternouth

Authorised Financial Adviser

Phone 06 968 0840

Hawkes Bay

John Baker

Managing Solicitor

Phone 06 872 7002

Wellington

Janet Walker

Authorised Financial Adviser

Phone 04 901 4408

Jeremy Lepine

Trust Consultant

Phone 04 901 4438

Mike Green

Authorised Financial Adviser

Phone 04 939 2478

Sarah-may Vaealiki

Trust Consultant

Phone 04 901 4418

Canterbury

Allan Lash

Trust Consultant

Phone 03 924 3439

Brian Coker

Authorised Financial Adviser

Phone 03 924 3471

Catherine Hume

Investment Adviser

Phone 03 924 3515

David Boyce

Private Client Manager

Phone 03 955 3774

Gillian Allan

Authorised Financial Adviser

Phone 03 924 3496

Glenn Weston

Authorised Financial Adviser

Phone 03 924 3462

Jeremy Richards

Trust Consultant

Phone 03 924 3441

Joanna McGregor

Trust Consultant

Phone 03 924 3481

Kate Palmer

Trust Consultant

Phone 03 924 3464

Peter Ross

Trust Consultant

Phone 03 924 3445

Steve Baker

Authorised Financial Adviser

Phone 03 924 3483

Mid/South Canterbury - Ashburton

Brian Coker

Authorised Financial Adviser

Phone 03 924 3471

David Boyce

Private Client Manager

Phone 03 955 3774

Gillian Allan

Authorised Financial Adviser

Phone 03 924 3496

Glenn Weston

Authorised Financial Adviser

Phone 03 924 3462

Mid/South Canterbury - Timaru

David Boyce

Private Client Manager

Phone 03 955 3774

Gillian Allan

Authorised Financial Adviser

Phone 03 924 3496

Glenn Weston

Authorised Financial Adviser

Phone 03 924 3462

Phillip Smith

Trust Consultant

Phone 03 956 3604

Otago/Central Otago

David Boyce

Private Client Manager

Phone 03 955 3774

Kevin Luff

Authorised Financial Adviser

Phone 03 955 3776

Kevin O'Sullivan

Trust Consultant

Phone 03 955 3772

Martin Haanen

Trust Consultant

Phone 03 955 3773