Wealth Management Adviser
Simon Hogg works as part of a team of three advisers, providing specialist and discretionary investment advice to professionals, family and charitable trusts, community organisations and retirees.
Simon enjoys meeting clients, hearing their stories and their hopes for the future, then wrapping that information into an investment strategy that not only meets their needs, goals and risk appetite, but frees them to get on with their lives. He finds it deeply satisfying to see long standing clients achieve their investment goals over time.
Simon has nearly two decades’ experience in the financial markets, including five years in London working with Deutsche Bank and Macquarie Group over the global financial crisis, and a further five years with Macquarie Private Wealth.
Simon is an Authorised Financial Adviser, NZX Adviser and has a BBS from Massey University. Outside of work, Simon is Treasurer of the Board of Trustees at Churton Park School and is on the committee of the Tawa Squash Club. He’s also a keen cyclist and interested in all things aviation.
Phone: +64 4 474 4015