I am passionate about changing the face of Financial Literacy in New Zealand. I champion this change by running Financial Literacy workshops for young professional groups, corporates, colleges, universities and professional athletes in Wellington, Auckland & Christchurch.
I am married to Chelsy with 2 amazing kids 10 & 7, I also have a 25-year-old son and 27-year-old daughter and wait there’s more + 2 grandchildren. I am incredibly proud of all my children.
When I upgrade my mountain bike!
Snails at a restaurant in France and kids shoes bought online (AliExpress) that got trashed in 4 weeks.
Never sell property, and pay cash for cars.
Workmates took me to the pub and got me drunk and Dad made me go to work the next day hungover.
If you’re going to drink like a man, work like a man.— Dad’s wise words
Our (FoxPlan) financial planning tools. But am I meant to say PocketSmith? I am actually learning how to use PocketSmith at present.
I found $20 on my front lawn! It was probably mine.
Pay yourself first. Save before you spend!
Our next family offshore adventure. Bring on Wimbledon 2023 for my wife’s 50th. Sorry, Chelsy.
As part of running my business I am required to pay regulatory costs to the Financial markets authority (AFA annual renewal fee). We also have ongoing compliance costs — disputes resolution service fee, professional indemnity insurance, professional membership fee (Institute of financial advisers) and ongoing professional development costs to attend education workshops, seminars and webinars. The has meant a significant cost to running my business each year both in money and time.
This interview is part of New Zealand Money Week (NZMW) 2017. NZMW is led by the Commission For Financial Capability, and it involves events all around the country to encourage New Zealanders to talk about money and develop greater financial capability. To further the conversation about money we got in touch with some of our favourite Kiwis to get their perspectives on their finances.
Interviews 3 minute read
Written by PocketSmith April 29, 2020
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