Authorised Financial Adviser
BBS (Finance), GradDipBusStuds (PFP)
Jean is an Authorised Financial Adviser with a talent for helping her clients develop sound financial strategies to meet their goals in life. Before moving to Saturn Jean worked for a boutique advisory firm advising medical professionals.
She has a knack for keeping clients engaged with their financial planning, providing good advice at key times to ensure clients are confident in every decision they make.
Jean has a particular interest in helping young people make good choices around KiwiSaver and buying their first home.
She believes it is important for clients to understand that as life expectancy increases, our retirement funds will need to perform for much longer – early planning is essential!
Away from work, Jean’s ambition is to complete all of New Zealand’s great walks and new cycle trails. She also enjoys the gym, yoga and keeping track of her teenagers.
Jean is a member of the Institute of Financial Advisers and the Estate and Tax Planning Council.