FA

Financial Adviser, Wellington

Gwen’s desire and drive to help people manage their money wisely, drove her into the financial services industry close to twenty years ago. From helping clients safely navigate the complexities of financing real estate to providing her expertise in budgeting and management accounting, Gwen’s experience and empathy ensures she takes the utmost care to understand the unique needs of every single client. People who want to have rock solid advice that is simple to understand and easy to implement will find Gwen an invaluable partner as they work towards achieving their goals. 

Gwen is an Financial Adviser (FA), is a member of Financial Advice New Zealand (FANZ) and provides full comprehensive planning, including KiwiSaver. 

Originally from the Scottish border town of Jedburgh, Gwen was raised in Hamilton, New Zealand. At the age of 19, she moved to Vienna, Austria where she raised a daughter and lived for nineteen years. Upon moving to the San Francisco Bay Area, she spent many years living on a classic yacht in the beautiful harbour of Sausalito. Even though the lifestyle was great fun, Gwen missed New Zealand so finally came home in 2009.

When she’s not helping people with their finances, Gwen can often be found running in the trails around Wellington or cajoling her garden plants to grow in an orderly fashion.