Pacific Wealth is a boutique independent wealth management firm dedicated to helping new migrants and returning Kiwi’s from the US, UK and Australia navigate the international complexities and achieve long term prosperity.
James (Jim)
Smith
Senior Financial Adviser
FIA, CERA, CFA,
FRM, SCR, CFP, FPFS
James is a senior investment adviser with more than 25 years industry experience. He is a New Zealand citizen, but is originally from the UK and specialises in providing financial planning and investment advice to international migrants to New Zealand and returning Kiwi’s. He is one of New Zealand’s best qualified advisers being a Fellow of UK’s Institute and Faculty of Actuaries (FIA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and is a Chartered Financial Planner and Fellow of UK’s Personal Finance Society (FPFS). He is also well versified in socially responsible investing holding both the certificate of ESG investing from the CFA institute and the certificate in Sustainability and Climate Risk (SCR) from the Global Association of Risk Professionals (GARP).
Martin
Fox
Financial Adviser
Martin is a qualified financial adviser and specialises in retirement income planning for those approaching or nearing retirement. In his advice Martin focuses on both the financial and non-financial issues of transitioning to retirement and helps clients develop a plan for the best years of their life. He is used to staying calm under pressure and getting clients where they need to go; prior to becoming a financial adviser Martin had a successful 18 year career in aviation as an airline pilot and flight instructor.
Lynette
Anderson
Operations and
Compliance Manager
Lynette is our operations and compliance manager. She has over 15 years industry experience and is responsible for ensuring Pacific Wealth operates efficiently and complies with industry standards and regulations. Her practical approach provides help and support to the team to ensure clients receive high levels of quality and standards of service.
Harriet
Administration
Support
Harriet provides administration support to our adviser and clients. She loves forming authentic relationships and providing clients with exceptional service.
