We’re Jim and Martin — two Christchurch-based financial advisers with decades of experience helping Kiwis plan great retirements.
Our aim is to make sure you feel confident you know what you want out of your retirement (and everything in the meantime) and that you’re on the best track to get there.
As completely independent advisers, we have no conflicts of interest, and only work for you. We can advise you on all your financial goals and investment options, and then help put your decisions into practice.
Jim is one of New Zealand’s most qualified advisers being a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Fellow of UK’s Institute and Faculty of Actuaries (FIA), Chartered Enterprise Risk Actuary (CERA), holds the certificate in Financial Risk Management (FRM) and is a Chartered Financial Planner and Fellow of UK’s Personal Finance Society (FPFS).
He is also well qualified in socially responsible investing, holding both the certificate of ESG investing from the CFA institute and the certificate in Sustainability and Climate Risk (SCR) from the Global Association of Risk Professionals (GARP).
Martin is a qualified financial adviser and specialises in retirement income planning for those approaching or nearing retirement.
In his advice, Martin focuses on both the financial and non-financial issues of transitioning to retirement and helps clients develop a plan for the best years of their life.
He is used to staying calm under pressure and getting clients where they need to go; prior to becoming a financial adviser Martin had a successful 18 year career in aviation as an airline pilot and flight instructor.
Start with a Free Chat?
Interested in knowing a bit more about what we can help you with? Or maybe you have some specific questions about your situation? Get in touch any time.