Our associated advisers are all highly experienced in UK pension transfers and have been accredited by NZBritannia to advise on UK pension transfers and NZBritannia’s investment products. They have been working alongside NZBritannia for many years allowing us to service clients’ throughout NZ.
It’s a lot more fun to think of investing for your retirement as investing in future experiences and adventures.
FINANCIAL ADVISER
ELEVATE FINANCIAL AOTEAROA
Malcolm has been with NZBritannia for eighteen years, and currently works out of Christchurch with clients across the South Island. He has expertise across a wide spectrum of financial services, but predominantly assists clients with KiwiSaver, investments, estate planning and retirement planning. He sees planning for the future as an investment in yourself.
E: office@efal.co.nz M: 0274 354 973
P: 03 354 4650
Malcolm is registered as a Financial Adviser on the Financial Service Providers Register (FSP71021).
A lot of small contributions to your savings can make a big difference when it comes to retirement.
FINANCIAL ADVISER
ELEVATE FINANCIAL AOTEAROA
Nathan has been a part of the NZBritannia team for seventeen years, but in the industry for close to twenty. He calls Dunedin home, so takes pride in assisting clients from Timaru South with all manner of financial enquiries. Nathan’s key areas of expertise lie in KiwiSaver, insurance and retirement planning.
E: office@efal.co.nz M: 027 228 7782
P: 03 477 5645
Nathan is registered as a Financial Adviser on the Financial Service Providers Register (FSP39023).
