David is a friend, a confidante, and a financial guru. He received his early education from Massey University and graduated in Business Studies. David also has a certification in Financial planning (CFP). On top of that, he has a diploma in teaching so he can impart his knowledge to the young minds and leaders of future generations. At the moment, David has over 80 clients that depend on him regularly for their financial needs and journeys.

An impressive thing about David is that he is super passionate about taking the young minds and moulding them to be the better leaders and helpers of tomorrow. For exactly that purpose, David is teaching at ARA Institute of Canterbury about Financial Planning for a Diploma in the business study course. All of his students hail his exceptional abilities, and he is more than happy to be working in the education sector to provide his invaluable insights. By teaching and working in the financial area, he makes people’s lives better and is trying to raise awareness and standards of financial advice in New Zealand.

When David deals with a client, it seems less like a business meeting and more like a tea party, with cheerful and fruitful discussions. He does not just talk numbers with his clients but addresses each and every need from their professions to their lifestyle to their mindsets. Talk to David today for a safe future tomorrow. He specializes in personal finance and investment planning.

David is a “know-it-all” but in a good and professional sense. During his career, David has assumed many roles and responsibilities. His advice can be acted upon without even a 0.001% shred of doubt. Experience is the only thing that makes you able and valuable and David has 21 years of experience in the financial sector.

He has diverse experiences Internationally and in New Zealand. For his studies, he went to the Southern Institute of Technology and has a diploma in Business. He has a Corporate Direction Certification from the Institute of Directors. David also has a level 5 Certification in financial services. He has been working in the banking sector since the start of his financial career. He acted as a Relationship Manager, Specialist Franchise Manager, Business Development Manager, and Business Manager. After taking so many responsibilities, David’s mind is wired to perfection, able to do multiple jobs at once and perform every one of them with finesse and excellence.

He provides advice about lending opportunities, safe investment, and securing one’s financial prospects. During his work life, he got lending approvals reaching an astounding amount of 310$ million dollars. He also has written numerous books and ebooks to share insights about the complicated commerce and financial realm. To add more skills and expertise to an already towering heap, he also works as a competent business advisor of YES (Young Enterprise Scheme) and mentors youngsters as a member of Business Mentors NZ. So give David the reign of your future and sit back, relax, and enjoy the trouble-free life.

Cameron Mouat is an investment and financial planning specialist. When constructing a client’s portfolio, Cameron takes a holistic view of all his client’s assets. This ensures adequate risk management and diversification, safeguarding performance across various market conditions and investment opportunities. He spent 16 years overseas working in the financial sector, mainly in London. He worked in equities, foreign exchange, and futures markets for a fund management firm and two global banks, Deutsche Bank and Credit Suisse. Since returning to New Zealand with his wife and four children, Cameron has unwaveringly upheld his commitment to his clients, consistently striving to find the best solutions for them. This dedication and reliability are the cornerstones of his professional approach.

With a Ph.D. in Mathematics and a New Zealand Certificate in Financial Services Level 5, Investments, Cameron’s academic and professional credentials are a testament to his expertise and qualifications. These qualifications and experience underscore his deep understanding of the financial landscape and his ability to provide sound financial advice.

Cameron is a member of Supporting Independent Financial Advisers and  Financial Advice New Zealand and holds the Trusted Adviser designation.

Nandy is a cheerful soul, full of life, energy, and ambitions. She has excellent skills when dealing with people and understanding their needs, not just because of her jolly personality. She has a bachelor’s in commerce with a major in Human Resource Marketing and Management. She also holds a certification to practice financial advising, an NZ certificate. After earning a certificate in finance services, she started her financial advising career to enable and assist people so they can have control of a crucial aspect of their lives, money.

With this study background, she can understand the mindset and hopes of her clients well. She engages with them with the utmost respect and happiness. She talks to them, listens to their concerns, comprehends their targeted directions for the future, and then provides her best solutions according to their necessities. She loves to see her clients succeed in life financially because of her. She has a family herself and recognizes well the importance and power of being in control of one’s financial conditions. She believes saving money for a secure future is more important than wasting excessive money on the present. She maps out and creates easy-to-follow financial plans that will help her clients live a life without unnecessary extravagances and with the needed fulfillment.

Aside from being a superwoman at work, she is a super wife and a super homemaker. She spends quality time with friends, family, and her loving husband. So, give Nandy a chance and fall in love with her character and her abilities to bring anyone out of a possible future financial crisis.