Business Description

I have been working in the financial services industry since 2007, helping clients to implement strategies to protect and create intergenerational wealth.

I enjoy working with SME’s on shareholder buy-out plans, self-employed business owners, key people in businesses, and professionals, and adds real value to his clients by being able to help educate clients to understand some of the financial jargon around, understand their needs, and to implement plans to create certainty in times of need.

Outside of Financial Design Group, I am the current Country Chairperson for MDRT, which is a worldwide organisation for financial professionals, this role entails taking time out to promote membership of MDRT, to help advisers around the country to deliver better service to their clients, and to perform at their ethical best.

I'm also a formation partner and the Chairperson for Kepa Foundation, a charity set up to help enhance the lives of New Zealand children who are not as fortunate as some.

In my spare time I enjoy travelling, snowboarding, catching up with family and friends, and reading.

I am available to meet at no obligations.