Specialist financial advice for
medical professionals.

With more than 30 years’ experience in the financial services industry, John is passionate about helping doctors and medical professionals make the most of their careers and build the financial security they deserve.

He has developed a deep understanding of the unique challenges and opportunities facing medical professionals. His approach is both strategic and practical, aimed at giving clients long-term confidence in every decision.

John’s expertise spans retirement planning, investment strategy, insurance, and risk management. For many clients employed by Health New Zealand Te Whatu Ora in the Greater Auckland region, a key focus is maximising employer superannuation contributions. He also helps clients structure broader wealth strategies that align with their goals at different stages of life.

He believes quality advice means more than a one-off plan. It requires a relationship built on trust, with strategies reviewed and adapted as circumstances change. Whether it is retirement planning, lump-sum investing, or protecting income and family through insurance, John provides clear direction and ongoing support.

As a Certified Financial Planner (CFP) and Financial Adviser, John maintains the highest standards of advice, client care, and professional development. He holds postgraduate and business qualifications in finance and personal financial planning from the University of Auckland and Massey University.

Family life for John is wonderfully busy with twin boys who keep him on his toes and constantly entertained. He keeps fit and active with jogging and swimming, and when he can, getting away to the mountains for snow skiing.