Rodney Hartles

BMS, DipBusStud, CFP ^CM

Adviser, Waikato

With over 32 years of experience as a Financial Adviser, Rodney brings a considerate & caring approach to helping clients achieve financial clarity. For him it’s not just about numbers, it’s about helping individuals and families make smart, informed decisions that reflect their lifestyles, values, and goals for the future.

Rodney began his journey in financial planning by graduating from Waikato University, transitioning from a previous career as an accountant. He holds a degree in accounting & a diploma in Financial Planning. Today, Rodney works with many New Zealanders, providing advice on retirement planning, investment strategy, & risk assessment.

In addition to advising clients, Rodney is passionate about financial literacy & supporting other financial advisers. He currently contributes to industry initiatives to promote the development of high-quality financial advice in New Zealand.

At the heart of Rodney’s work is a desire to help clients gain confidence, clarity, and a sense of direction. Whether clients are approaching retirement, or in retirement Rodney takes the time to build a strong relationship, listen deeply, and develop tailored financial plans that truly work for them.

"The most rewarding part of my job is empowering people to achieve a predictable & certain future. It’s about supporting them and helping them live their best life, whatever that might be"