Business overview
An independent financial adviser in New Zealand, working under Staffords Wealth Management. I help people build long-term wealth through smarter, better-fitted strategies than a bank or generic ETF offers, and help UK expats moving to NZ navigate an unfamiliar financial system with confidence.What drives the work is simple: I like helping people reach a place they couldn't get to alone. That traces to my psychology degree and experience as an instructor, both about guiding people through the unfamiliar until it clicks. Growing up in a highly financially literate household, and 12 years of self-employed experience make me eager to share.
Every relationship starts with real conversation, not a sales pitch: understanding a client's situation, researching what fits, and explaining the reasoning before recommending anything. Being independent, I'm not tied to one provider, and I review NZ's top platforms so the fit stays right for each client.
Products and services I offer
I offer independent investment and financial planning advice, built around fine-tuning each client's financial foundations as life changes.Investment our tailored portfolios built to outperform ETFs and bank savings over the long term, using NZ's top investment platforms, reviewed regularly for best fit.
KiwiSaver scheme setup, fund selection, and ongoing review to keep it working toward each client's goals.
Life-Stage Planning with our guidance through the financial decisions that come with buying a first home, marriage, divorce, and retirement, adjusting strategy as circumstances shift.
UK-to-NZ Expat Planning we offer investment support for British expats relocating to NZ, including KiwiSaver setup, investment strategy, and UK pension transfers.
Every recommendation follows disclosure, research, education, and ongoing review.
Why I'm in the NZ Businesswomen
Most networking groups I've been part of feel transactional, a room of mixed industries, everyone pitching, nobody really landing. NZBW is different. It's a room full of women who get it: the juggling, the self-doubt, the wins that feel too small to celebrate but matter anyway. I don't have to explain myself before I can be understood there.That's why I keep showing up. It's less about referrals and more about being surrounded by women genuinely rooting for each other. Honestly, it's the first network where I've felt like I've found my tribe.
