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  • Chartered Accountant (a CA in the Institute of Chartered Accountants of New Zealand and Australia)
  • Member: Financial Advice New Zealand (formerly the Institute of Financial Advisers)
  • Member: CAANZ Trust Special interest Group
  • Past Governor (2013-14), Rotary District 9910, Northern NZ & West-Pacific Islands
  • Past President (2006-7), Takapuna North Rotary Inc

Phil Ashton
DIRECTOR, ADVISER

+64 9 361 3670

M +64 27 479 8400

Phil is UK-born but raised and schooled in NZ and regards himself very much as a NZ’er; in fact nothing gives him more delight when the two countries meet on the sports field where he barracks loudly for the Kiwis. Prior to heading to Europe on his ‘OE’ in 1975 he qualified as a member of the NZ Society of Accountants (now CAANZ) and worked in that capacity whilst in London for four years, with experience in treasury with JH Vavasseur & Co, a merchant bank, and Ladbrokes.

Returning to New Zealand in late 1978, Phil took up the Finance Director role at L’Oreal and determined at that time that he wanted to work in his own business, which ultimately led him to the financial planning profession which was just emerging in 1989. 

Phil loves the outdoors, has tramped all the recognised New Zealand alpine and lowland treks, some many times over. He cycles, walks the neighbour’s dog, plays tennis regularly and makes a very poor fourth player in a round of golf. He admits to getting value for money for his green fees and covers most blades of grass on the course, also finding a loudhailer useful to keep in touch with his fellow players. He reads extensively, and has a passion for music, movies, mountains and muts. He is responsible for two adult children, now living for some time in Melbourne, Anna and Jonny (and their partners) in their late-30s, and is awaiting some action on their part to produce his first grandchild.

Rotary has been a significant part of Phil’s life, an organisation that offers a subtle blend of good friendships, business networking and the opportunity to give back to society. Phil was Club President at Takapuna North Rotary in 2006-07 and in 2013-14 was Governor of District 9910 which encompassed Auckland North to Kaitaia and the Pacific Islands of New Caledonia, Vanuatu and Norfolk Island. This year he is again President of his Club. 

Finally, football. Phil played senior football for 35 years retiring in his mid-50s after an early season tournament when in the warm up three players were injured. He is a life-long Liverpool FC fan and can finally relax now after 30 years with them carrying off the Premiership title in the 2019-20 season.

A Disclosure Statement is available, on request and free of charge.

  • Chartered Accountant (a CA in the Institute of Chartered Accountants of New Zealand and Australia)
  • Member: Financial Advice New Zealand (formerly the Institute of Financial Advisers)
  • Member: CAANZ Trust Special interest Group
  • Past Governor (2013-14), Rotary District 9910, Northern NZ & West-Pacific Islands
  • Past President (2006-7), Takapuna North Rotary Inc
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