Financial Adviser
Samuel Olivier
As an investment adviser, I am passionate about developing long-term relationships with my clients and creating actionable strategies to bridge the gap between where you are and the ultimate lifestyle you want to achieve. As part of this journey, I work with you to diligently review your plans and make necessary adjustments to ensure you remain on track to achieve your goals.
I want for my clients the same financial security and flexibility that I want for myself and my family. I believe that the key to this is an investment strategy that is easy to understand and that aligns with personal goals and values.
Outside of work, I enjoy spending time with family, enjoying nature, playing guitar, and getting my hands dirty with the occasional DIY project.
I look forward to assisting you in investing in your dream lifestyle.
Our advisers are Specialists in their chosen areas, but they work closely with other Specialists within Apex Advice to provide you with tailored and holistic financial advice.
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Testimonials
Why clients love working with our team.
“Samuel was pleasant to deal with, explained everything thoroughly and made the process of changing my investment and KiwiSaver very easy.”.
Lesley N
“It was great to talk with Samuel about my concerns, he has given me things to think about and I will certainly be getting back to him in the future, he was reassuring, and I feel a lot better from the conversation - thank you Samuel”.
Robyn S
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Stories
Getting to your great place looks a little different for each of us.
As advisers, we’ve worked with a range of clients to discover what success means to them, and how we can achieve it together.