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Peter is at heart a value investor. He seeks to provide clients with an honest appraisal of how best to achieve their goals in the current investment climate.
He therefore looks to filter out noise and determine where long term buying opportunities are to be found.
Peter has been operating within the financial markets for over twenty years; initially at Morgan Stanley in London, working with hedge fund clients, and latterly providing financial and investment advice to individuals in the UK, Singapore and now New Zealand.
Prior to establishing Dunotter, Peter was a director of a wealth management firm in Singapore for six years, during which time our assets under management (AUM) have increased five-fold. At the time of his departure from the firm, Peter enjoyed the largest client base within the team built almost exclusively by referral. In 2024 Peter merged Dunotter with LMS Insure.
In addition to his degree in financial services, Peter has completed the licensing qualification in three countries and holds the Investment Management Certificate from the CFA UK.
Specialties include retirement planning, medium-term investments and farm legacy planning.
“I found Peter in a web search by his credentials and then found he was based in same area as we were. We were at a stage in life where we have some assets, but aren’t really sure where to go / do next and understanding our financial situation seemed like next best step. Peter’s knowledge and down to earth style made us feel immediately comfortable with him. His presentation of his analysis was straightforward and professional. He ran a few scenarios and provided answers to our questions and felt reassured in decisions we had already made.”
– Jennifer Leaf
“Peter is my financial advisor and has been for 10 years. He manages a mixed portfolio of investments which are critical to my family’s financial well-being. Having worked with a number of financial advisors prior to Peter I can say that he is exceptional.
I worked in Asia for ten years in senior positions and have subsequently moved back to the UK. Regardless of the country I was / am resident in Peter is able to engage in value adding advice and guidance. That broadly based international financial management knowledge reflects in well considered, well researched and personally relevant investment options advice. What is crucial to me is that we have a two way, interactive discussion focused around the risk / opportunity balance point ensuring that I am in the best position to make investment calls. These analytical conversations have covered more or less all potential investment markets and geographies.
One really important aspect of my long term engagement with Peter is that he is proactive and responsive. Even if I have been distracted with something significant for a period of time, when I reach out to Peter I know that his response will come quickly. Equally if I need to address something within the portfolio Peter will take the responsibility to make sure that I am on top of it in a timely fashion. Given that I am often busy and focused on other things having those extra eyes on the portfolio is very helpful.
Peter comes with a broad and deep experience of success within a leading global financial management organisation and had direct work experience in some of the most challenging markets. I have yet to find a financial management topic that he is not able to offer his own input to. Added to which I really value his honesty and very open, transparent dealings.
Over the period of our engagement together I have benefited from consistent investment growth, even during periods of widescale investment instability. Peter and his top quality advice and guidance is the prime reason for this.
– Christopher Armstrong,
Head of Finance Systems
Standard Chartered Bank (retired)
Gareth is a dedicated holistic Financial Adviser with 13 years of experience working with business owners and professionals. He has won multiple industry accolades, the most recent being the Booster KiwiSaver Movers and Shakers Award for the Central Region. He has a relentless passion for learning and self-development and has obtained the National Certificate in Life and Health Insurance and the New Zealand Certificate modules in Residential Lending, and Investing.
He adheres to a strict ‘practice what you preach’ philosophy and only recommends wealth-building strategies that are true, tried, and tested.
Finsol has one clear goal; to create better and more robust financial futures for their clients. This is evidenced by the quality of their advice and dedication to those that place their trust in them.
Gareth’s areas of expertise include wealth strategy, wealth protection, KiwiSaver, and investment portfolio advice.
Recent reviews:
My experience with Finsol under the guidance and expertise of Gareth Dobson was so pleasurable. I was put at ease right from the start with his amazing manner of explaining the investment process in a way that was easily understood by myself who has a very limited understanding of investments. I highly recommend his services who are considering investing their savings to make them work better for them. Robina
My partner and I received financial advice and planning from Gareth at Finsol. We also had contact with others at Finsol about our mortgage. The entire process was friendly and easy. Gareth provided us tailored advice that was realistic. We left feeling excited and sure about our financial future. I would highly recommend Gareth and the rest of the Finsol team to anyone looking to implement their money goals. Camryn
When you’re searching for a financial advisor in Hawkes Bay, you may be wondering where to begin your search. More often than not, most people often ask “how do I find a good financial advisor in Napier & Hastings?”. Locating a good financial advisor can be challenging, but it’s not hard.
Here is how to find a good financial adviser in Hawkes Bay:
Even with the use of referrals and association websites, all the hard work is still going to come from your end. This means you’ll have to interview and research the Hawkes Bay financial advisor to ensure they’re the best fit for your needs. There is an easier way to find a financial advisor: using Best Financial Advisors helps you mitigate most of the hard work. We provide curated lists of trusted and reputable financial advisors Napier residents hold in high regard.
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Every financial advisor on Best Financial Advisors carries a wealth of experience and expertise. However, each advisor will likely have their own area of expertise — an aspect that they’re best suited for. If your goals are long-term, short-term, high-risk, or low-risk, you want to be sure the advisor you’re choosing is best for you. Best Financial Advisors helps you cut out the research phase of this stage by providing you with advisors and their listed specialties. Simply look at the adviser’s profile for the “best for” section to find an advisor that matches your needs.
All of our Hawkes Bay financial advisors are licensed, authorised, highly reputable. When we choose what financial advisers to provide to our customers, we go through a strict process of research that includes looking into an advisor’s success rate, track record, specialties, and more. Whatever your situation may be, we’re confident you will have no problem finding an adviser who fits your needs and can get the job done.
