BCM, GradDipBusStuds, CFP ^CM

Richard has been an Financial Advisor for many years and utilises his

extensive experience in analysis and plan writing to support his activities in the role of

Head of Client Engagement.

He is passionate about improving NZFP’s internal processes and procedures, including

the plan writing process, to ensure that client needs are met in the most efficient way

possible. He will also be looking to enhance the way new clients are brought on board

so that they feel supported and engaged every step of the way.

Richard’s honesty and dedication to his clients are just part of what makes this role a

perfect fit for him. He has always been committed to building lasting relationships with

clients and their families to ensure the best outcomes possible.

“Financial planning is mainly about achieving goals, and giving you some clarity about where you want to go. If there’s one piece of advice I could give anyone, it would be to get a plan.”