BA (Hons) Economics - Financial Adviser
I am a Financial Adviser and Financial Planner, working in the industry for a number of years. Please don’t hesitate to contact me to get any further information or start a financial or investment planning conversation.
I am a financial adviser (FSP107364) providing advice on behalf of Morgan Steel Financial Services Limited (FSP431746 and trading as SHARE). Morgan Steel Financial Services Limited is authorised to provide advice on behalf of Share NZ Limited (FSP66842). Share NZ Limited is the Financial Advice Provider.
To assist you in selecting a Financial Adviser, please seek out the Important Information section on our SHARE website www.sharenz.com/important-information-to-know/
"We cannot recommend his services highly enough – his independent advice is an essential tool in the assurance of financial wellbeing."
John Wilkinson and Lindy Smith
“We both held James in high regard in relation to financial planning and advice.”
Margaret Turnbull (PhD)
"Suffice it to say the thought of changing adviser has never crossed our minds."
John and Vivien Gardner
Interested in joining my community of satisfied clients? Contact me today.
Have a particular challenge you’re trying to deal with? Contact me today and see what I can do for you.
My main office is in Tauranga as detailed below, yet I work out of Auckland, usually Tuesdays and Wednesdays most weeks.
Level 1 R251 SH2 Bethlehem Tauranga
0800 246 801