James (Jim) Smith
Senior Financial Adviser
(FSP762554)
Jim is a senior investment adviser with more than 25 years industry experience. Now a New Zealand citizen, he is originally from the UK.
Over the last decade, Jim has specialised in providing financial planning and investment advice to international migrants and returning Kiwis, including overcoming the many challenges and complexities facing US citizens.
Jim is one of New Zealand’s most qualified advisers being a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Fellow of UK’s Institute and Faculty of Actuaries (FIA), Chartered Enterprise Risk Actuary (CERA), holds the certificate in Financial Risk Management (FRM) and is a Chartered Financial Planner and Fellow of UK’s Personal Finance Society (FPFS).
He is also well qualified 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).
Jim is a member of the following professional bodies:
Jim is the author of two books, “Financial Pathways in Aotearoa” a financial guide for international and returning Kiwis to New Zealand and “Who Slurped My Equity Risk Premium” A comprehensive guide to growing your investments and providing a reliable income in retirement. Both books are available on request.
Martin Fox
Financial Adviser
(FSP1004277)
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 & 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 Kennerley
Administration Support
Harriet provides administration support to our adviser and clients. She loves forming authentic relationships and providing clients with exceptional service.
Pacific Wealth is supported by the wider SwainWoodham team.
Contact us or book a time to talk that suits you.
We do not charge for initial meetings.
