JAMES SHERIDAN

BA (Hons) Economics - Authorised Financial Adviser

Thanks for visiting my website. I am an Authorised 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 planning or investment planning conversation.
My Disclosure Statement is available on request and free of charge.

 

"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.

 

CONTACT ME

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

 

Eye of The Storm

March 16, 2020

Coronavirus Update

March 8, 2020

Mortgage Rates Lower in Australia than New Zealand despite very close funding rates.

December 10, 2018

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0800 246 801