02 Apr Glenn Weston
BSc (Economics), National Certificate in Financial Services (Financial Advice).
Glenn ensures his clients understand the planning and investment process so they develop trust in him and his advice.
He believes planning ahead and investing wisely creates certainty that ensures they’re in control of their future and can live the life they want without the pitfalls. In particular, he emphasises the importance of planning for the person, not just their money, as peace of mind and a feeling of wellbeing is ultimately what his clients’ value most.
Glenn has a diverse career background, with 40 years’ experience across management consulting, merchant banking, general management and financial advice.
His career as a financial adviser began in 1999 with Spicers, where he won a number of awards including ‘Adviser of the Year’ in recognition of his outstanding contribution to the business and excellence in client servicing.
Glenn has particular expertise in the provision of financial advice to Trustees of Trusts and Estates and is an Associate Member of the CFA Society of New Zealand.
In his leisure time, Glenn values time with his family, enjoys watching sport and venturing into the outdoors walking, fly fishing and sea kayaking.
A disclosure statement for Glenn is available on request and free of charge.