Operating as a Financial Planning specialist in Otago since the late 1980s, Neville's business has always been about working with people, including trustees, keen to benefit from financial guidance focused on their specific needs and requirements. Mostly, this involves preparing a "financial game plan" with the potential to achieve specified goals, such as being financially independent to be able to enjoy a desired and in most cases expected lifestyle for themselves and their loved ones, over the rest of their life. The actual investment of money is generally only one of the critical areas of advice Neville addresses. Neville is very aware of how important highest practice and ethical standards are always putting the clients interest first when making recommendations. His belief has always been if you can not defend your advice in a court of law, then you should not be in the financial advice business!
A Certified Financial PlannerCM Professional, Neville is a Fellow of the Institute of Financial Advisers, sat on the Institute Board for 5 years to June 2013 and is a past long term Chair of its Otago branch. He is also an active Rotarian (since 1990) and recipient of a "Paul Harris Fellowship". Neville also sat on the Board of the philanthropic JR McKenzie Trust for 10 years to November 2013 and continues to sit on the JAYAR Charitable Trust, closely linked to the JR McKenzie Trust. These roles have enabled Neville to "give something back" to the community, particularly in the area of disadvantaged children and their families.
"Lifestyle planning" is important for Neville and his family. Not only do they actively practice Neville's personal financial planning message they have always believed in maintaining a balance between business and family time, a lot of which is spent on their 2.6ha lifestyle property of around 20 years, situated within 10 minutes of Dunedin's CBD.
In many ways, Neville's approach to life complements his financial planning business - discipline, commitment, detail, time, friendships and good outcomes are words that immediately come to mind.
"I provide my clients financial advice and guidance centered around their specific needs and requirements."
Talk to Neville Caird
|Phone:||03 477 7477|
|Freephone:||0508 555 333|
|Fax:||03 477 5561|
|Physical||Level 4, Dunedin House|
|9 Moray Place|
|Postal||PO Box 5844|