Our associated advisers are all highly experienced in UK pension transfers and have been accredited by NZBritannia to advise on UK pension transfers and NZBritannia’s investment products. They have been working alongside NZBritannia for many years allowing us to service clients’ throughout NZ.
It’s a lot more fun to think of investing for your retirement as investing in future experiences and adventures.
FINANCIAL ADVISER
ELEVATE FINANCIAL AOTEAROA
Malcolm has been with NZBritannia for eighteen years, and currently works out of Christchurch with clients across the South Island. He has expertise across a wide spectrum of financial services, but predominantly assists clients with KiwiSaver, investments, estate planning and retirement planning. He sees planning for the future as an investment in yourself.
E: office@efal.co.nz M: 0274 354 973
P: 03 354 4650
Malcolm is a Registered Financial Service Provider
A lot of small contributions to your savings can make a big difference when it comes to retirement.
FINANCIAL ADVISER
ELEVATE FINANCIAL AOTEAROA
Nathan has been a part of the NZBritannia team for seventeen years, but in the industry for close to twenty. He calls Dunedin home, so takes pride in assisting clients from Timaru South with all manner of financial enquiries. Nathan’s key areas of expertise lie in KiwiSaver, insurance and retirement planning.
E: office@efal.co.nz M: 027 228 7782
P: 03 477 5645
Nathan is a Registered Financial Service Provider
Getting your mortgage paid off sooner will go a long way towards setting you up down the track.
FINANCIAL ADVISER
FAIRWAY PENSION TRANSFERS LTD
Veronica has been with NZBritannia for ten years, spending most of her time working alongside Garry Williams, or as she likes to call him, Dad. She knows the pension transfer process better than anyone, so can quickly assist clients at every step of their journey. Being based in Whanganui means Veronica predominantly works with clients form the Central and Lower North Island.
Veronica is a Registered Financial Service Provider
These days there are some fantastic tools available for those looking to get ahead with their retirement planning.
FINANCIAL ADVISER
FAIRWAY PENSION TRANSFERS LTD
Garry has been with NZBritannia since the very beginning, he initially specialised in insurance advice but over time his expertise has evolved to cover a huge range of areas within finance and retirement. Being based in Whanganui means he sees new clients from the Central and Lower North Island, but as NZBritannia is a partner for life, he has many existing relationships further afield.
Garry is a Registered Financial Service Provider
Spend what you can afford at the beginning, then once the basics are sorted, you have a base to grow from.
FINANCIAL ADVISER
FAIRWAY PENSION TRANSFERS LTD
Kevin has worked alongside Garry Williams since 2008, and has recently become heavily involved in all facets of UK pension transfers. A background in engineering, work experience around the globe, and a passion for numbers, has given Kevin a unique toolset that he employs when tending to the individual needs of his clients.
Kevin is a Registered Financial Service Provider
It’s not so much about one golden piece of advice, but more how to bring all the little nuggets together.
FINANCIAL ADVISER
FAIRWAY PENSION TRANSFERS LTD
Peter has worked closely with Garry Williams for eight years, and in that time he has familiarised himself with the ever-changing transfer landscape. As an expert in risk management, he looks at ways to ensure his clients have guaranteed income through a lengthy retirement. Alongside this, Peter spends time assisting clients with mortgages, KiwiSaver and estate planning.
Peter is a Registered Financial Service Provider
