Wealth Management Adviser
He manages investment portfolios for family offices, high net worth individuals, family trusts and charitable organisations. His goal is that clients feel free to enjoy their lives, knowing their investment capital is being looked after and will be there whenever they need it.
Simon has previously worked in wealth management and investment advisory at HSBC, Craigs Investment Partners and ASB Securities, where he helped his clients navigate some of the most challenging market environments in a generation. He believes a strong and disciplined risk management approach is the most effective portfolio management tool and that tailored, dynamic and collaborative investment plans deliver the best results.
He has a BMS from Waikato University (Finance and Marketing) and is an Authorised Financial Adviser and NZX adviser. Simon is a keen golfer and footballer and enjoys spending time with his wife and two children.
Phone: +64 9 302 5594