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AFA, LLB, GradDipBusStuds, CFPCM
The outdoors is one of Juliet's great passions. "There is no better way to clear the head and feed the soul than getting out on the bike up in the hills - even if it is snowing!" Family holidays usually include some sort of adventure, be it skiing, sailing or tramping.
Juliet offers a wide variety of skills to her financial planning clients as a result of her varied background. She originally trained and worked as a lawyer before heading to Australia where she branched into corporate public relations. Her travel then took her to London, where she worked in a large insurance and superannuation firm. On her return to New Zealand 18 years ago, she joined NZFP and completed her Graduate Diploma in Business Studies (Personal Financial Planning).
"Preparing a blueprint for the future is probably one of the most important tasks you can undertake. As a financial planner, my greatest satisfaction comes from helping my clients prepare their blueprint. Once you have clarity on where you are now and where you dream to be, it is then a matter of working together to ensure you achieve the lifestyle you truly desire."