Contact Stuart today!027 677 2881
A bit about Stuart…
Registered Financial Adviser
Working with my clients and helping them achieve their goals is the best job in the world.
I see myself as a Financial Conductor for my clients, I look at all of the options for you and work to get What we need, When we need it & from Where we need it. This saves you having to become an expert in finance.
This attitude and approach to my work has always seen me as a top performer in all of my roles during my career in the major banks in New Zealand. The majority of my time spent with the major banks was as a Relationship Manager in the Business Banking sector. My last role was with ANZ as a Business Manager looking after clients of all levels of Turn Over and providing them with everything they needed to succeed in their business.
I am an expert in Business lending from Operating cashflow, Business Expansion/Acquisition, Plant & Equipment funding, Commercial or Agricultural purchase and many many more different requirements that a business has.
My Roles in Business Banking have provided me with an exposure to the whole plethora of lending products and solutions that are out there for everyday Kiwi’s
With my experience I have been recognised as a High Achiever from Newpark Group for Mortgages, Insurance & Investments.
Outside or working I spend my time with my wife & 2 children, we live in the Bay of Plenty and enjoy getting out and about around the region & country. We love the outdoors and you will often find us enjoying the trails in the Redwoods or other parks on our Mountain Bikes, or camping in one of our many amazing campgrounds around NZ
So if you are after someone who will be able to deliver what you need to succeed then make sure you get in touch
Stuart Harris, FSP549026, WealthHealth Limited
The advice we provide must meet legal duties to meet standards of competence, knowledge and skill; Give priority to our client’s interests; exercise care, diligence and skill, meet standards of ethical behaviour, conduct and care.
This means we are required to:
- Give priority to your interests by taking all reasonable steps to make sure our advice isn’t materially influenced by our own interests.
- Exercise care, diligence and skill in providing you with advice.
- Meet standards of competence, knowledge and skill set by the Code of Professional Conduct for Financial Advice Services. (these are designed to make sure that we have the expertise needed to provide you with advice
- Meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services (these are designed to make sure we treat you was we should and give you suitable advice)
This is only a summary of the duties that we have. More information can be found by visiting the Financial Markets Authority website at www.fma.govt.nz
My Contact Details are
Email [email protected]
Phone 0800 672 537
The information we discuss with you will be available in writing. Please let us know if you wish to have a written copy.