Financial Wellness and Independence Coach

I have been working in financial services for more than a decade, delivering Financial Education and Financial Advice as an Adviser, Relationship Manager, Adviser Manager, and Mentor. I have now started my own firm Beta Financial Group so I can actively help my clients with the financial strategy and financial solutions needed at the start, middle, and end of your journey to achieve, exceed & maintain your financial independence & stability. Aside from my obvious passion for financial education, I am also a passionate rock climber, which is where my company name has come from, in rock climbing it is the community that helps you achieve & exceed your climbing goals and think beyond them, we freely share Beta (strategy & ideas) to fix the problem and deliver the solution, this is the environment I want for the financial world, this is my company philosophy for my clients and my people. My firm specialises in Personal and Business Risk Insurance, Retirement Planning, KiwiSaver, and Savings Advice.