Financial Planning, Investing, Financial Advice, Unit Trusts, Managed Portfolios

Gaelene and Tony Goodrick: Trustees, Arcady Trust:

Our Chartered Accountant recommended that we see Michael for investment advice and to date we have been very satisfied with his approach and services. We have found him to be very professional, knowledgeable and helpful and would have no hesitation to recommend him to anyone who is looking for thoughtful investment advice.

Alistair Johannesson, Accountant, Takapuna

We were referred to Michael around three years ago to assist in implementing an investment plan and also to provide the investment and insurance advisory angle to complement the business development work we do for our clients. We find that Michael’s professionalism and practical advice are invaluable in the insurance and investment needs of our clients and we continue to recommend his services in this way. Ian Symes, GP, Devonport

Michael has been my financial adviser over the past two years. I regard Michael as my GP financial adviser. I have found him to be knowledgeable, honest and trustworthy. Michael has been a great help in managing my financial portfolio and retirement planning.

Martin Shepherd, Region Manager, KONE Elevators

Michael became my financial advisor two years ago. I have always found him professional and thorough with financial advice tailored to suit my situation and requirements. Due to his work for me personally I was happy for Michael to present alternative solutions for our company’s employee benefits programme that have proved advantageous to the company and its employees.

Catherine Ripley, GP, Whangaparaoa

Michael was recommended to me as a financial adviser. His warm open approach and knowledge regarding my financial and insurance needs within the medical field were very helpful. I would recommend Michael to you.