Meet Becki, your local adviser

I have worked in financial services as a Financial Adviser in both the UK and New Zealand and have always had a genuine passion for finance and helping people achieve their goals.

What I enjoy most is getting to know my clients, understanding what is important to them and helping put practical strategies in place that can make a real difference. Whether that means reducing debt, making better use of their income or working towards a longer-term goal, I love seeing people make progress and gain more confidence in their financial future.

Outside of work, I have a lifelong love of horses and recently achieved a goal of my own by purchasing a lifestyle property in North Canterbury. Having worked towards a significant personal goal myself, I understand how rewarding it can be when a plan finally becomes reality.

My focus is on building genuine relationships with clients and supporting them over time to achieve the things that matter most to them.

My disclosure statement is available on request.