Placing client interests first and acting with integrity
Gerard is a experienced Authorised Financial Adviser (AFA) who provides independent investment advice throughout the Hawke's Bay. He is independent because he has no ties to any product providers nor is he incentivised to sell any product. Gerard can provide a very cost-effective investment solution for you.
We help you implement a personalised investment strategy, which is cost effective.
Enjoy peace of mind
Gerard’s aim is for every client to enjoy peace of mind with respect to their financial situation. He focuses on explaining financial matters in simple everyday language and listens to issues and concerns that are important to you. Combining many years of financial planning and investment experience with clients from all backgrounds he can help you make the best decisions.
His first priority as an Authorised Financial Adviser (AFA) is to abide by the Financial Markets Authority (FMA) rules and regulations Code of Professional Conduct.
Experienced Hawke's Bay adviser
For nearly 20 years Gerard worked for a large national investment advisory company where he was proud to have been a multiple winner of their ‘Adviser of the Year’ award, acknowledging his strength at combining good interpersonal skills and outstanding client care with high quality advice and results.
In 2018, Gerard opened Grange Investment Advice. To get in touch for a no obligation, confidential discussion on your investment needs, please contact Gerard.
Gerard works with Consilium NZ Limited. The strength of Consilium's investment processes are such that they have been independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards. Consilium's investment management practices are annually audited by CEFEX to ensure that its processes and procedures remain robust and are being consistently and rigorously applied.