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ABOUT US

Specialist financial advice for
medical professionals

John Tonkin

PRINCIPAL & CFP

With over 30 years’ experience in the financial services industry, John specialises in supporting doctors and medical professionals to maximise their earning potential and achieve financial goals through comprehensive financial planning and investment strategies.

A key focus in this area is ensuring that his clients, employed by Health New Zealand - Te Whatu Ora in the Greater Auckland region, are taking full advantage of their employer’s superannuation contributions.

John takes a comprehensive view of a client’s full financial picture. With a focus on quality long term relationships, John delivers expertise across retirement planning, investment strategy and lump sum investment, insurance and risk management.

As a Financial Adviser and Certified Financial Planner (CFP), John maintains the highest standards of advice, client care and ongoing education. John has a Post Graduate Diploma in Finance (University of Auckland) and a Diploma in Business, endorsed in Personal Financial Planning (Massey University). 

Family time for John is wonderfully busy with young twin boys who keep him on his toes, and of course highly entertained. And as one for keeping fit and healthy, John is a keen jogger, swimmer and, when time allows, snow skiing enthusiast.