DIRECTOR & SHAREHOLDER PRIVATE WEALTH ADVISERS

36 years’ experience in the financial services and trust industry has enabled Roger to develop a proven strategy: Advice first backed up with appropriate investment solutions, tailored to each client’s personal circumstances. “You won’t find any corporate manufactured, prescriptive portfolios, stacked full of “in-house” product around here.” Because each client’s needs are unique, we work very hard to tailor each portfolio to meet those needs. Capital preservation is the number one goal, then we develop appropriate strategies from there. Roger’s clients are typically family trusts, high net worth individuals, charitable organisations and other entities. As an authorised financial adviser, Roger can offer the following services:

Private Wealth Advisers association with leading New Zealand and International accounting and legal firms enables Roger to draw upon their expertise and knowledge to deliver a comprehensive range of services that puts our clients in control of their financial future. Our integrated services allow us to provide a level of advice and service well above that of many stand-alone financial planners. Roger also has a special interest in Socially Responsible Investing (SRI). SRI integrates personal values and societal concerns with investment decisions. It strives to consider both the investor’s financial needs and an investment’s impact on society. With SRI, you can put your money to work to build a better tomorrow while earning competitive returns today.

Roger enjoys mountain biking, gardening and music.