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Peter Mwai
Peter is a dad to two boys. He is a Financial Advisor and has a Post Graduate Diploma in Business Enterprise, a Bachelor of Arts Degree in Social Sciences- Economics Major and Political Science minor. He has also completed Level 5 Diplomas in Lending, Investments and Insurance.
He is currently completing a Graduate Diploma in Personal Financial Planning at Massey University.
He has been involved with people in different capacities, be it as an Information Communications Networks Account Manager, a Community Support Worker- Supporting people with Intellectual disability and Mental Health, a High School Rugby Coach and a Rugby Player, he has learned that by building strong relationships based on trust, teamwork, hard work, and mutual understanding, people can achieve great outcomes.
This is what he brings to Financial Advice- a genuine desire to make lives better by ensuring that the relationships he establishes are beneficial and based on the above principles. He believes in providing a holistic approach to providing financial advice, that’s why he will work with his clients to get them into their homes, provide them with appropriate insurance advice and provide them with kiwisaver and investment advice.
His other interests are in Positive Behavioural Support where he has an Advanced Professional Diploma and which he advocates as best practice for improving peoples quality of life and especially to the most vulnerable.
He is a member of the Palmerston North Toastmasters club and also a member of Financial Advice New Zealand.
As you’re your advisor, he will ensure that you are get the best deal.
Please feel free to contact Peter.
Yao Hongze
He is a Financial Adviser having completed the Graduate Diploma in Financial Planning from Massey University and the National Certificate in Financial Advice Level 5 he has competencies in Mortgage, Investments, and Insurance advice.
His main focus is in providing KiwiSaver advice and financial literacy.
He aims to simplify financial advice by providing simple to understand advice solutions. He believes in establishing long-term partnerships with his clients so that they can benefit from his diverse understanding of the financial service industry and his desire to bettering their financial wellbeing by transferring what he knows to them.
He likes to see himself as a “Financial G.P.”(Financial Planner) with a simple focus – adding value to clients’ best interest.
He is client focused; he will put his clients’ interests first. His clients benefit from his holistic approach to addressing their financial goals whether they are short, medium or long-term.
When not providing advice, he loves to spend time with his lovely wife Hong and their 2-year-old boy Norman in their residence in Napier. He has an interest in playing golf and tennis and analysing the Financial Markets.
As your adviser he will ensure that you get good, holistic advice that will ensure that you make an informed financial decision.
Please feel free to contact Yao
Committed To Helping Our Clients Succeed
Partnering with you to create financial comfort and build a legacy!
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