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Michael is known for his outstanding financial advice, love for coffee, and immaculate sense of humour. Because of his character and etiquettes, he gives approachable and easy to talk to vibes. He is your go-to guy in every financial need with over thirty five years professional experience in both the UK and New Zealand. Mike has a financial planning certificate from the Chartered Insurance Institute in London in 2004 and also has NZ’s National Certificate in Financial Services (Level 5)..
With four grown up children and four young grandchildren, his unique skill set and expertise makes him more than capable of taking care of his clients’ needs. He is a friend, a helper, and a family guy with superior qualities and values of character. These days, Mike’s sole focus in on providing his clients with advice relating to KiwiSaver advice, investment planning, savings advice and retirement planning. All these services are under one roof with a friendly conversation and a decent cup of coffee. So, contact Mike today for any investment planning advice.
Peter is a family guy and understands the importance of financial strength for a family to live happily and prosper in life. Peter has a bachelor’s degree in business studies from Massey University. He is a Certified Financial Adviser and loves helping people climb the financial ladder with ease. He is both friendly and professional, this ability makes him the best at what he does, and can connect with his clients easily. Peter is youthful yet experienced and ready to conquer the financial world for the welfare and assistance of his fellow citizens.
The targeted approach in his dealings with the ability to take his clients’ input and use it to create the best plan is unmatched. Peter provides services regarding personal insurance, assets and businesses management, KiwiSaver, and investment opportunities. Peter understands how difficult it is to earn money and how important it is to invest your savings in the right project. So, Peter would provide you with safe and secure options to invest your money. He will also guide you about all kinds of insurances I.e., personal, business, and family. Outside of work, Peter is a gem of a person and is a treasurer of the New Plymouth Triathlon Club. He also regularly attends meetings where he speaks about Literacy and Awareness of financial planning. When Peter is free from work, he spends time playing sports and related activities like cricket, rugby, golf, and mountain biking. He likes to keep himself fit and sharp to serve his fellow Kiwis.
When you’re searching for a financial advisor in New Plymouth, 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 New Plymouth?”. Locating a good financial advisor can be challenging, but it’s not hard.
Here is how to find a good financial adviser in New Plymouth:
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 New Plymouth 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 New Plymouth residents hold in high regard.
Before you begin the process of locating a New Plymouth finance adviser, you want to be sure the advisor you choose is right for you. All of our New Plymouth financial advisors are highly rated and carry a proven success rate. However, you may want an advisor who specialises in an area that’s custom-tailored to your goals.
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 New Plymouth 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.
