“If there’s one piece of advice I could give anyone, it would be to get a financial plan.”

Richard McCormick

Richard McCormick

BCM, GradDipBusStuds, CFP CM
Head of Client Engagement, Christchurch

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.”

Contact Richard

Helping people, help people

Part of Richard’s role entails supporting new advisers and ensuring they have the skills they need to achieve their goals and those of their clients. He also makes himself available to his fellow advisers if they need additional support to achieve client outcomes.

Committed to being honest and upfront, Richard makes sure he puts communication first. He is always striving to make sure he can deliver work that is appropriate and fitting for those he works with and supports.

It’s important to him that the NZFP team is making a tangible difference to clients and advisers, alike.
Contact Richard

Christchurch Office

Contact
Phone: (03) 375 4040
Freephone: 0800 375 4040
Email: [email protected]
Postal Address
PO Box 36-381, Merivale,
Christchurch 8146
Physical Address
158 Leinster Rd, 
Merivale, Christchurch 8014