Brigette has worked in the financial industry since 2008 and brings with her diverse knowledge and experience in the private equity and off shore investment markets.
Grant has worked in financial markets since 1998 years both in London and New Zealand, providing advice for families and trusts.
Ben has been working in the financial sector for over 10 years, working with a wide variety of clients with short term needs or longer term retirement planning.
Jack has been working as an adviser in New Zealand since 1995, and has extensive experience in both the investment and business risk markets.
36 years’ experience in the financial services industry has enabled Roger to develop a proven strategy: advice first backed up with appropriate investment solutions, tailored to each client’s personal circumstances.