Our resident Investment Guru, Jason has a extensive knowledge of the Investment Market. Jason qualified from University with a Bachelor of Commerce and DipGrad majoring in Finance and has been working in the Banking and Investment Industry ever since. Jason is passionate about helping people take charge of their financial position to help achieve their financial goals moving into and at retirement. He is also a KiwiSaver expert and can help clients with a range of services from first home purchase withdrawals through to specialist advice on portfolio management.
Jason loves to keep fit in his spare time and can often be seen running the roads of Invercargill with his partner Ivonne. Recently he has even dabbled in a touch of DIY with the purchase of his first home. When he is able, he likes to escape the country and travel and explore different parts of the world (especially during the winter months in Southland).