GradDipsBusStuds (PFP), Certified Financial Planner (CFP), Certified Life Underwriter (CLU), B.A., B.Sc., LPSNZ, MInstD Tim@saturnadvice.co.nz Timothy has been providing investment advice to clients for over 25 years. He has a passion for helping people plan for their financial futures. He helps his clients create and manage investment...
Lance@saturnadvice.co.nz Lance brings a unique and valuable perspective to financial advice, with a career that spans both the financial services industry and law enforcement. Before transitioning to financial advice, Lance served for 16 years in the New Zealand Police, rising to the rank of Senior Sergeant....
MBA (Finance) joyce@saturnadvice.co.nz With over 18 years of experience in the financial services industry, I’ve made it my mission to help people like you feel confident and in control of their money. My career has taken me through foreign exchange, mortgage, business banking, and wealth management but today,...
Master of Professional Business Studies (Finance), Chartered Financial Analyst (CFA) shahrukh@saturnadvice.co.nz With a robust foundation built on years of experience in investment banking, corporate finance, and portfolio management, Shahrukh, a CFA charterholder, is dedicated to providing comprehensive financial guidance. Recognising the need for client-centric advice, he became a...
BBS (Finance), GradDipBusStuds (PFP) jean@saturnadvice.co.nz Jean is a senior adviser at Saturn Advice, an independent financial advice company with offices in Auckland and Christchurch. Jean helps her clients create and manage investment portfolios that work to achieve their financial goals. She maintains close relationships with her clients...