Clair Macpherson Jones CFP CM

Authorised Financial Adviser

 

BA, DipBusStuds, Teacher’s Training Certificate

 

An Authorised Financial Adviser and Certified Financial Planner CM Clair has 25 years’ experience in the financial services industry. During her career she has held a range of positions, including investment adviser, business owner and educator.

 

A Senior Client Adviser with Saturn Portfolio, Clair’s focus is on helping her clients establish and develop portfolios that continue to meet their financial needs during every stage of life. In addition to investment advice, Clair offers her clients specialist guidance in estate planning.

 

Clair believes that comprehensive planning is the key to a successful portfolio. She employs a detailed process to ensure she understands each client’s risk profile and financial position clearly before she makes a proposal about investment opportunities.

 

Having begun her professional life as a teacher, Clair maintains a strong interest in learning and since 1991, has been a personal financial planning tutor for Community Education classes.

 

Clair is a member of the Institute of Financial Advisers and the Estate and Tax Planning Council of New Zealand.