Jonathan is a Financial Adviser who is based in Auckland and travels to Christchurch regularly. Jonathan has over 11 years’ experience in the financial advice profession and has a Master’s in Finance & Management and is a Certified Financial Planner, CFPcm.
Prior to joining SHARE Jonathan was an adviser and a company director for an Auckland financial group. Coming from a background of education and business, Jonathan has dealt with a wide range of business and professional people over the years. He can provide advice on investments including investment advice, retirement planning and KiwiSaver as well as life Insurance, medical Insurance and income protection and mortgage lending.
Jonathan has collected a wealth of specialist knowledge and experience from the financial services industry. He is renowned for his approachability, desire to empower clients and in providing a personalised financial planning service, tailored to:
- Diversified portfolio recommendations and monitoring,
- Investment advice for retirement and a planning service,
- Goal setting, investment planning and implementation,
- Income from funds analysis and recommendations,
- KiwiSaver, advice and planning,
- Risk advice with life insurance,
- Trauma and income protection,
- Health insurance,
- Busines and home lending
Jonathan is always happy to have a chat and to see if he can help.
Level 2, 132 Hurstmere Road, Takapuna, Auckland, 0622