I help clients create and protect wealth. Together you and I put in place a programme of insurance and/or investment that does what you need it to do. This means it provides outcomes for you that allow you to relax in the knowledge your investment and insurance problems are sorted! I do this by utilising a wide range of investment, retirement and insurance options taking into account your specific situation, goals, needs and aspirations. I am a Financial Adviser assisting clients to accumulate and protect wealth.
Having previously been a Primary School Teacher I see my role as more of a coach helping my clients achieve their financial goals and dreams (investment & retirement planning) whilst ensuring that if they do not make it that far, or have health issues along the way they, their family, dependents and assets are all protected (insurance). I believe that my personal expertise is getting alongside my clients, thinking as they do all the while helping them get where they want to be in life, in a financial sense anyway.
I am an Authorised Financial Adviser with a Graduate Diploma in Business Studies (Personal Financial Planning) and CLU (Chartered Life Underwriter) status which demonstrates my commitment to providing my clients with the highest level of financial advice. I am an owner of Premier Financial Group Ltd T/A SHARE as well as Booth Financial Services Ltd T/A SHARE.
My wife, Lynne, and I have been married since 1987 and we have 2 adult children who are making their own way in life. Having been a sports “nut” all my life, I played cricket until bad knees forced me to retire recently, and my winter activities are also restricted to spectator status these days, especially supporting Canterbury Rugby, The Crusaders and The All Blacks.
I look forward to working with you.
79 Bealey Avenue, Christchurch