Evan has been in the financial service industry since 1981. He specialises in helping individuals, self-employed business owners, tradesmen and professionals plan their retirement investments and manage their risks through life assurance. He can help maximise returns on capital within the risk profile they wish to accept for those where working remains an option as part of retirement planning so their money works for them.
Evan believes his decades of experience, and professional approach to his clients’ situations bring a holistic outcome and practical solutions. He will analyse your needs, wants and objectives to ensure the most appropriate approach is formulated for your investment and retirement needs. His attention to the detailed wording will ensure you get the most effective solution for you, your business and your family when it comes to claim time.
As an insurance adviser, Evan’s business values and strengths are communication, promptness, approachability, personal attention to detail and a lifetime of experience which all add to his knowledge within the industry. Evan is an Authorised Financial Adviser and demonstrates his commitment to providing the highest level of professional advice. He is employed by his family trust which owns Financial Pathways Limited t/a SHARE. His expertise lies in his 38-years career as a Retirement and Investment Planning specialist.
Evan’s goals are to ensure clients secure enough funds to achieve their objective when they desire them. He prides himself on his ability to listen, comprehend and provide the appropriate services to his different client base, for example
- Retirement – 25-50-year-olds. Kiwisaver and personal savings planning.
- Investment – 50 +. Managed funds.
He has a practical approach individually tailored to the client’s goals with regular reviews ensuring they remain on track. Therefore, there is no pressure and control remains with the client.
Evan is proud of the fact that he still retains long-term clients that span generations. Clients that started with him in 1981, along with their children and now grandchildren. He has a very flexible, approachable mannerism that adapts to the many different circumstances and environments of his expertise. This makes people feel comfortable and accepted, from high-powered business or Harley’s Davidson enthusiasts, his conduct is down to earth and personal.
His accomplishments include winning the Pinnacle Award three times, being involved in the birth of the unit trust and platform investment sectors of the NZ economy during the 1980s and ‘90s, building a business to over 3,000 clients and $100,000,000 of FUM.
Evan enthusiastically supports Child Cancer Foundation, Wellington Free Ambulance, Whitianga Sea Scouts, Poker and movie rides.