“I take the time to help clients gain a good grasp of the investment and financial world, so that they have an understanding of what we do for them, and in turn, how we plan to meet their requirements and financial goals. Being a financial planner is a position of trust, and that is not something I take lightly.

The key to this is creating an on-going rapport with clients, so that we have a mutually enjoyable relationship built on this trust. In the end, financial planning is about people not products – I like to keep that at the forefront of everything I do.”

Mike has spent the majority of his 25 year career in the financial services industry. For the past ten years, he has provided financial planning and risk management services to personal and business clients. Prior to this, Mike was involved in the design and marketing of financial products for a number of New Zealand-based providers.

Mike was educated at Hutt Valley High School and has a Bachelor of Commerce and Administration from Victoria University. In more recent years he has completed the Post Graduate Diploma in Business Studies endorsed in Personal Financial Planning from Massey University. He has attained the Certified Financial PlannerCM (CFPCM) qualification and is a member of the Institute of Financial Advisers.

Outside of work, Mike is married with three school age children and lives in Tawa. Activities with his children take up much of his spare time, where you might find him on a mountain bike or the tennis court. Also he is on the committee of the Tawa Junior Football Club (soccer). He has been known to pick up an old bass guitar from time to time to rekindle distant dreams of being a rock n’ roller!