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What have we been up to Lately?

What have we been up to Lately?

Nov 07 2019

It has been a busy couple of months for our Private Wealth team and we have had opportunities to attend some great events around the country.

Motorhome, Caravan & Leisure Show

Our Auckland and Bay of Plenty team attended the Motorhome, Caravan & Leisure Show on 20 – 22 September at the Mystery Creek Events Centre in Hamilton. The show was very popular with over 18,500 people attending, it was the perfect opportunity for our team to meet with people to talk about what to have in place before heading off on holiday. 


Here is Ross Sheerin, Private Wealth Adviser, pictured at our exhibition space at the event.

Women’s Lifestyle Expo

The Women’s Lifestyle expo in Christchurch is now one of Canterbury's largest events, with women of all ages coming to see almost 200 exhibitions. On 5 – 6 October our team of Trust Managers and Weatlh Advisers had the pleasure of meeting many women (and men!) from all ages to talk about their financial strategies and wealth protection needs. 


Here is Sue Addison, Chelsea Traver and Ann Morrell at our booth at the Womens Expo.

These events have been a great way for our teams to get out in the community and meet new clients. We would like to thank everyone who came and saw us at the Motorhome, Caravan & Leisure Show and the Womens Lifestyle Expo.