FSP1006571
Chris joined Trustees Private Wealth in Auckland in 2023, bringing with him a rich background in sales, account management, and business development. Over the years, Chris developed a keen interest in property, KiwiSaver, and stocks, which led him to become a certified financial adviser. With a specialisation in investment property lending and KiwiSaver, Chris worked as a self-employed financial adviser before joining Trustees Private Wealth.
As an adviser at Trustees Private Wealth, Chris is dedicated to understanding clients' needs, goals, and timelines to provide them with sound investment advice. He takes pride in putting clients at ease through clear communication channels and regular reviews. Chris believes in making clients' hard-earned money work hard for them.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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