Doug specialises in investment and retirement planning and risk management.  He holds a Bachelor of Commerce and Administration (majoring in Accounting) and has completed a Graduate Diploma in Business Studies endorsed in Personal Financial Planning.  He is also a member of the Institute of Financial Advisers.

Doug is an Authorised Financial Adviser and is able to provide you with a free, no obligation review of your financial service needs in the following areas:

• Retirement planning / KiwiSaver
• Investment planning
• Risk management – personal risk insurance including life insurance, health insurance, trauma cover, disability insurance and income protection
• Cash management and budgeting