We all need expert advice at some stage in our lives to plan our future and financial affairs. Planning ahead and investing wisely creates certainty that ensures you are in control of your life and can live the life you want without the pitfalls. I plan for the person not just the money. I ensure my clients understand the planning and investment process so they can develop trust in me and in my advice. Itís ultimately about peace of mind and that feeling of well-being we all value.
I joined New Zealand Financial Planning in 2015 following over 23 years with Spicers, beginning with the Accountancy firm Spicer and Oppenheim. I am an Authorised Financial Adviser (AFA), a Certified Financial Planner (CFP) and a member of the Institute of Financial Advisers (IFA). I am also a member of the Estate and Taxation Planning Council of New Zealand.
Over the years I have been involved in providing financial and investment advice to private clients, trusts and estates, as well as charities, churches and non-residents. I also advise professional trustees on developing prudent investment strategies and enjoy working with members of the New Zealand Law Society and Institute of Chartered Accountants.
I am married and my wife and I have two teenage children. I enjoy spending time with my family, running and the arts.
"I am committed to providing a high level of personal advice, always looking to apply my knowledge and enthusiasm in a friendly and reliable way."
Talk to Andrew Doak
|Phone:||03 375 4040|
|Freephone:||0800 375 4040|
|Fax:||03 375 4049|
|Physical||The Gardens, Level 1|
|192 Papanui Road|
|Postal||PO Box 36 381|