Our People

Our people are our advantage in the market. All our advisers bring a depth of experience, knowledge and integrity to your investment needs. They provide advice that you can rely on to make the right choices and forge strong relationships to deliver expert and personalised financial advice and support.

New Zealand Wide

Jocelyn Weatherall

Director, Adviser

Phil Ashton

Director, Adviser

Henry Ford

Director, Adviser

Richard Knight

Director, Adviser

Monique Pearson

General Manager

William Sargent


Chris Tran

Associate Adviser

Herna Woite

Senior Paraplanner

Fallon Howe


Frances O'Connor

Financial Administrator