The need for Business and Personal clients to plan for the unexpected is something that is often overlooked. Sometimes the biggest risks are not even considered. I help clients put plans in place that ensure that if the unforeseen happen, financial goals are still obtainable, capital is protected and ongoing cash flow is ensured.
I have a Bachelor of Commerce and Management from Lincoln University and a Graduate Diploma endorsed in Personal Risk Management from Massey University.
Location : Hi like to meet my business clients at their place of business, and my personal clients in their homes.
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