Private Investment Adviser
Keri brings over 24 years of financial services industry experience within New Zealand's banking sector. Her career has spanned both personal & commercial lending, personal insurance, and investments. Keri's drive is to provide quality advice to her clients. The goal of positioning them to make informed decisions and understand how to meet their personal & financial goals is a key priority.
The team welcomes your enquiry. Our commitment is to be available as required by clients. Your enquiry will be managed with absolute confidentiality.