Menu
Brodie can be described as one of the brightest up and coming advisers in the Wellington region. Having been mentored by and currently working alongside three of the industry’s leading financial planners over the last few years at FoxPlan, Brodie has turned his hunger and passion for finance into being a pioneer of championing expert advice for everyday New Zealanders. His educational background is through Victoria University of Wellington, a Commerce degree majoring in Accounting & Commercial Law.
Brodie’s work at FoxPlan revolves predominately around Financial Planning focusing on KiwiSaver & Investment. He is genuinely interested in his clients lives and different complexities and takes pride in offering a truly safe environment to talk about money. As an independent adviser he sits on the same side of the table as his clients, and helps them understand their current financial position, then assists them with the knowledge and skills to achieve their short-, medium-, and long-term financial goals. Brodie believes in a partnership approach with clients, offering guidance and advice on all areas as they progress through different life stages.
Jeshal is an experienced Chartered Accountant and Financial Adviser, who helps his clients simplify the financial complexities in their lives so they can spend more time doing what they enjoy.
He predominately focuses to providing his clients with Life-stage Financial Planning and Investment Consulting. With over 10 years’ experience in Finance, and his background in the corporate sector – Jeshal has a growth mindset, which enables him to strategically address his client’s concerns and design future proof long term plans.
Whether you want to avoid making financial mistakes, make the most of your opportunity or start building a multi-generational legacy – Jeshal will give you the time and energy to help you achieve your full potential.
Outside of work, Jeshal enjoys exploring the outdoors, taking photos of stunning NZ landscapes and spending quality time with his young family.
Dieter Timmerman is a retirement and investment planning specialist.
Dieter was the Group Financial Manager at Warwick Wealth, a large financial services company in South Africa. Deciding to combine his love of numbers with his love of people he became a wealth specialist, focusing on the over 50 client market.
Being independent, Dieter has his client’s interests at the centre of all he does.
Savvy Wealth was founded to bring together financial analytical strength, evidence-based investing, and strong moral values.
Dieter’s goal is to enable his clients to spend more in retirement and enjoy what they worked hard to build. He achieves this by ensuring we start with an accurate foundation of what resources are available and what the client’s goals, intentions and aspirations are. It then comes down to structure, asset allocation, risk mitigation and estate planning. Utilising the gathered information, he produces retirement cash flow projections to ensure the maximum success rate of achieving the goals, specifically maintaining a client’s purchasing power throughout retirement.
When you’re searching for a financial advisor in Wellington, 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 Wellington?”. Locating a good financial advisor can be challenging, but it’s not hard.
Here is how to find a good financial adviser in Wellington:
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 Wellington 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 Wellington residents hold in high regard.
Before you begin the process of locating a Wellington finance adviser, you want to be sure the advisor you choose is right for you. All of our Wellington 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 Wellington 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.
