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Relationship Specialist
Anne Wakeham
Moving to New Zealand from South Africa in 2006, I pride myself on tirelessly exploring all avenues to make sure the needs of my clients are met.
With over 20 years experience in the financial services industry, I work to ensure clients and their families are financially secure through many of life’s ups and downs.A firm believer in the importance of family – in whatever form that may take – I apply my principles of integrity and honesty to everything I do.
I love to travel and I’m at my happiest when entertaining good friends at home.
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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.