MSc (Hons), GradDipBusStuds, CFP ^CM

Callum has been an adviser with the NZFP team in Wellington since 1996. For Callum, Financial Planning is about enabling people to make lifestyle choices by ensuring that they have the financial means to do so.

Callum provides a wide range of financial advice including investment advice, legacy and retirement planning, KiwiSaver, overseas pension transfers, medical insurance, personal insurance and business continuity insurance.

Callum also believes that it is not enough to just have sufficient financial resources to enjoy life. He also believes that health and well-being should also be factors in a financial plan.

“It’s not about just having money. It is just as import to have the health to enjoy the lifestyle that it can provide you with”

So, Callum takes a unique approach to financial planning for his clients. He does this by weaving a client’s longevity and likely future health projections into their financial plans, so they not only have the means to achieve financial goals but the health to enjoy them as well.

Callum works with clients of all ages and backgrounds. Callum particularly enjoys working with clients who are starting on their financial planning journey as this is where he believes that he can make the greatest impact on somebody’s life.