AFA, MSc (Hons), GradDipBusStuds, CFPCM
Callum joined the financial planning industry in 1992 and NZFP in 1996. Since then he has been helping many New Zealanders to achieve their financial goals and life style aspirations.
As an authority on financial planning, Callum adds value to peoples' well-being through a clear financial "game plan" that is backed up with sound financial and investment advice.
Callum says "I work best with self-made people (employed professionals, new migrants, the self-employed and small to medium sized business owners) who value their own time and who want financial peace of mind."
What a clear "financial game plan" does is to help ensure that you have enough money to live comfortably at whatever stage of life you are at. It provides direction and clarity in both good times and in times of uncertainty."
Callum enjoys speaking on financial planning and business issues and is available as a speaker for any interest groups that want to receive relevant and up-to-date information on these matters.
Callum lives with his partner and their daughter on a rural property near Upper Hutt, where they fatten cattle and run horses. He is active in his local community, teaching martial arts and self-defence. He also has an active interest in health and fitness, astronomy, horse riding and medieval-style jousting on horseback. He regularly represents New Zealand in international jousting tournaments both in New Zealand and overseas.
"I help many New Zealanders to achieve their financial goals and life style aspirations."
Talk to Callum Forbes
|Phone:||04 499 2177|
|Freephone:||0508 555 445|
|Fax:||04 499 1158|
|11 Chews Lane|
|Postal||PO Box 2294|