Andrew is a Financial Adviser specialising in KiwiSaver and Investment planning. He takes pride in empowering individuals and families to achieve their financial goals, whether that’s saving for their first home or planning for a comfortable retirement.

 

With a passion for helping young people navigate their financial journeys, Andrew provides tailored advice to maximise KiwiSaver benefits and ensure you’re on the right path to homeownership. He understands the challenges first-time buyers face and offers guidance every step of the way, from understanding contributions to selecting the right fund.

 

For those preparing for retirement, Andrew creates personalised investment strategies that align with clients’ lifestyles and aspirations. He believes that with the right planning, everyone can enjoy financial security in their later years.

 

Andrew also works closely with Steve Morris in the Employee Benefits area, assisting with Workplace Superannuation schemes and providing Financial Education in workplace environments.

 

Andrew graduated from the University of Auckland with a Bachelor of Commerce in Finance and Accounting. Since graduating in 2021, Andrew has worked in many areas of the Financial Services industry.