Specialist in Risk Insurance, Investments and Financial Coaching.
I enjoy my work immensely. It’s incredibly rewarding to look back on situations where my input has had a positive impact on others’ lives. From helping people enjoy their retirement, to providing income when they can’t work, enabling loved ones to receive medical treatment promptly, and facilitating millions paid out for property damage; I get to see the difference it makes when the right financial planning and cover is in place.
My qualifications include a Graduate Diploma in Business Studies and an endorsement in Personal Financial Planning through Massey University. In 2010, I qualified as a Certified Financial Planner (CFPCM) with the Institute of Financial Advisers.
Away from work I love spending time with my wife and five children. I also enjoy church, friends, tennis and paintball.
Norman McKenzie
"Experience and knowledge really counts. Stephen is a genuine and caring advisor who knows his industry inside out and can guide his clients to the right financial products."
