Meet the Foresight Financial Team
When it comes to important money decisions, having someone to help can make a big difference.
A financial adviser can be your money coach – they can help you identify your financial choices and goals, to prepare you for the future. They can help you understand what’s right for you and what different choices might bring, such as the risks around certain investments.
We are based in New Plymouth but you'll often find us working from around New Zealand or Australia too!
Mike - The Adviser
Mike is the owner of Foresight Financial and provides all of the advice to clients, having over thirty-seven years experience in the profession.
Mike's passion is investment planning hence his focus is on providing advice on all aspects of KiwiSaver, savings, investment planning and retirement planning. Known for his love of coffee and sense of humour, Mike is really approachable and always happy to help people.
He is a big soccer fan (Chelsea) and has many other hobbies including time with his 5 grandchildren, photography, reading and travel.
Amanda - The Boss
Amanda is the organiser in the business and has way in excess of thirty years business experince. She is also a bit of a computer whiz, so spends a lot of time developing and upgrading our systems. Her other duties include sorting the office, dealing with client enquiries and sorting out the mess that Mike sometimes causes! Not forgetting that she is normally the first point of contact for many clients.
When not working, Amanda enjoys dancing, family time and enjoying the odd glass of wine!
Guinness - The Official Greeter
By far the most popular team member, Guinness is responsible for welcoming all clients and guests to the Foresight Financial offices. From the moment a client steps out of their vehicle, Guinness' friendly bark and wagging tail helps to make them feel at home.
As per the rest of us, he is getting older now and tends to nap more but to contact Guinness, please visit the Foresight Financial Planning offices!
Our Values
Making Advice Easy
We are a small family based business, focusing on helping clients with their personal investment planning needs. Our focus is on KiwiSaver advice, savings, investment planning and retirement planning so if you are looking for quality advice, we are the team to talk to.
With access to all major investment providers, we do not have any financial obligations to recommend one provider over another.
This means that you can be sure of the very best advice that suits your own specific situation. If you are looking for someone who won’t tell you what to do but will give you lots of ideas allowing you to make informed decisions that suit you (and your budget), we could be a perfect fit.
Michael is a founding member of Financial Advice NZ and has been awarded the 'Trusted Adviser' mark.
The Trusted Adviser mark is awarded to those Financial Advice NZ members who show they have committed to qualifications and continuing professional development obligations at a level higher than that required by New Zealand law and code. Financial Advice NZ members who have this designation are able to show the public that their high level of qualification, experience and ethics has been recognised by a professional body.
