Financial Sense Ltd
I am a Financial Planner and am passionate about helping people achieve their financial goals. I am born and bred in Hawkes Bay and live locally in Bay View. I attended Massey University to obtain my Bachelor of Business (Accountancy) and then continued study to achieve a Post Grad Diploma in Personal Finance.
I am married to Jordon and have four children and have been a Financial Adviser in my own business for over 18 years. I love helping families and businesses build wealth and achieve their financial goals, by using a range of services such as Investment Portfolios (both lump sum and regular savings), Retirement Planning, KiwiSaver, Risk Management such as personal insurances and Key Person/Business cover.
We help New Zealanders achieve their financial goals, through helping with retirement planning, investment portfolios, personal and business insurance and KiwiSaver