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firstname.lastname@example.org & 027 321 6521
I’m a Registered Financial Advisor with 11 years banking experience with one of the largest banks in NZ, the last 5 ½ years as a Business Manager. I have a huge amount of experience in helping people achieve their financial dreams and am currently studying to become an Authorised Financial Advisor.
In my free time, you can find me either hanging out with my husband and 2 beautiful children in the Redwoods or at one of the lakes in Rotorua or at my favourite boxing gym.
Give me a call to discuss how I can help you smash your financial goals. I am based in Rotorua but travel in the Bay of Plenty area.
AFA, Grad Dip Bus
email@example.com & 021 918 648
I am happily married and a mother of two beautiful children. My daughter Olivia who is almost four years old and my son Mason who is about to have his first birthday. I am also a step-mum to four more beautiful human beings who are all grown up and living their own lives now. I intentionally wanted to publicly profess my love for my family first in my blurb because Isn’t that what life is all about in the end? FAMILY?
I know through experience and have seen up close and personal, the differences between families who have prepared well for their financial future and those who have not. It is vast and it is real! My passion for doing what I do is derived from seeing this great division. I receive a great sense of satisfaction whenever I have the opportunity to guide, advise and educate people about how they can close this gap by using the simple strategies that will help them achieve total financial health for themselves and the ones they love.
I studied and gained my qualification as an Authorised Financial Adviser while working in the industry where I acquired, grew and sold a thriving financial advice company in Auckland. I helped hundreds of clients start on their own paths to financial freedom by providing them with in depth financial plans which included retirement planning, investments, mortgages, budgeting advise and insurance to cover themselves and their family.
I love a wide variety of music and also love to travel. I am very passionate about health and well being. I’ve run a few half marathons in my time and managed to notch up my first full marathon in Berlin, Germany. I’ve always been involved in some sort of physical activity since I was a young girl and competed at three world championships in karate. As much as I have loved achieving these things and pursuing other personal interests I have quickly realised since having my own little ones that their future and my ability to enjoy it with them are now my number one priority.
It is my personal goal to help as many individuals, families and future families to make the decisions that will immediately put themselves in a position that will solidify the financial security of the most important people in their lives.
Its what I do and I love it :)