With over 30 years industry experience and a passion for the Coast, John brings enthusiasm and knowledge to everything he does. As well as being an Authorised Financial Adviser, John is also a Certified Financial Planner (CFP), and holds a Diploma in Business Studies (Massey) , Bachelor of Arts (Canterbury) and a Diploma in teaching.
John is an active professional in the financial advice industry as well as being involved in many community projects and organisations.
John is married to Jo with three grown up children and a growing brood of grandchildren. A keen sports person you’ll often find John outdoors enjoying life on the Coast either trail running or mountain biking.
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Anne commenced her career in financial services in 1992. Now more than 25 years on, Anne has amassed a deep base of experience and a great many happy clients.
Anne’s greatest talent lies in the bonds that she builds with her clients. She gets to know each one and to understand their challenges and needs. Over time these relationships grow only deeper. This enables Anne to really assist people when they need it the most – and it is this which Anne most relishes.
Anne is an Authorised Financial Adviser (AFA) and holds a Chartered Life Underwriter (CLU) qualification. Anne is much involved in local and community matters including Board Directorships.
Anne is married to Gary. In her spare time, you’re likely to find Anne whitebaiting and relaxing at the family bach at Punakaiki.
Download Annes Primary and Secondary Disclosure Statements