Hi everyone! I am finishing 2022 with some great news. I am excited to announce that I have partnered with Velocity Financial!
In this short video I introduce Brendon and Graham, Velocity Financial Directors, and invite you to get in touch.
I am very excited about my new partnership with Velocity Financial, and I am looking forward to engaging and working with you in 2023!
In my role as a Financial Adviser, I work as your Financial Coach, supporting you through navigating the tough decisions and helping you to reach your goals.
So often in our super busy lives we are time poor and prefer to focus on the things we are good at or enjoy. Having someone to help make sense of our financial lives and enhance the decisions we make, means we can relax with confidence that we are on track to achieve our future financial and life goals. That's my job!
No matter what stage in life you are at, I am here to help. After 11 years working with clients from all walks of life - from young professionals, retirees and professional athletes - I have a diverse knowledge of all things financial, including Banking structures, Insurance, KiwiSaver and Investments.
I am experienced in tailoring Financial Wellbeing programs for any size organisation or business and delivered programs to Heineken NZ, Crown Law, The Hurricanes, The Crusaders and many small to large enterprises throughout New Zealand.
Feel free to reach out if you would like a review, no obligation second opinion, or to start your Financial Planning and Investment journey.
Best, Dean
You can email me here Dean@velocityfinancial.co.nz
Or feel free to book a time directly into my calendar using the online booking form