Jean Strock

jean-strock

Jean Strock

Authorised Financial Adviser

BBS (Finance), GradDipBusStuds (PFP)

 

Jean is an Authorised Financial Adviser with a talent for helping her clients develop sound financial strategies to meet their goals in life. Before moving to Saturn Jean worked for a boutique advisory firm advising medical professionals.

 

Jean has a knack for keeping clients engaged with their financial planning, providing good advice at key times to ensure clients are confident in every decision they make.

 

She believes it is important for clients to understand that as life expectancy increases, our retirement funds will need to perform for much longer – early planning is essential!

 

Jean‘s particular interest is inter-generational wealth management. She is studying towards the STEP Diploma in Trusts and Estates.

 

Away from work, Jean’s ambition is to complete all of New Zealand’s great walks and cycle trails. She also enjoys the gym, yoga and keeping track of her three children.

 

Jean is a member of Financial Advice NZ and the Estate and Tax Planning Council. She is an Associate member of the CFA Society of New Zealand.

 

A disclosure statement for Jean is available on request and free of charge.



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