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Finalists announced

Find out who are the finalists in this year's Financial Planner of the Year Awards.

Monday, November 5th 2001, 3:34PM

Good Returns is pleased to announce that three finalists have been selected in this year's Financial Planner of the Year Awards.

The finalists are (in alphabetical order):

  • Graham Baker, Spicers Portfolio Management, Hamilton
  • Jordi Garcia, New Zealand Financial Planning, Auckland
  • Fiona Judd, Broadbase, Waikato

The three finalists will each do a final interview with the judging panel in Auckland on Thursday and the presentation function will be held at the Sheraton Hotel, that night starting at 6.30pm. (For more details click here)

The Awards have been organised to promote professionalism and excellence in financial planning. Also, they help show the public how financial planners can help them meet their investment and retirement income goals.

Planners who entered the Awards are judged on a number of criteria including professionalism and excellence. (Full details of process can be found here).

The previous Award was won by Rodger Spiller of Money Matters.

The Awards are supported by Armstrong Jones, AXA New Zealand, Guardian Trust Financial Services, Morningstar, Perpetual Investments, Tower Managed Funds and Royal & SunAlliance.

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Lender Flt 1yr 2yr 3yr
ANZ 5.59 4.75 4.95 5.15
ANZ Special - 4.25 4.45 -
ASB Bank 5.65 4.69 4.99 5.29
ASB Bank Special - 4.29 4.49 4.79
BankDirect 5.65 4.69 4.99 5.29
BankDirect Special - 4.29 4.49 4.79
BNZ - Mortgage One 6.25 - - -
BNZ - Rapid Repay 5.70 - - -
BNZ - Special - 4.29 4.45 4.65
BNZ - Std, FlyBuys 5.64 4.85 4.95 5.15
BNZ - TotalMoney 5.64 - - -
Lender Flt 1yr 2yr 3yr
Credit Union Auckland 6.70 - - -
Credit Union Baywide 5.95 4.99 4.99 -
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct 6.10 6.45 6.69 7.10
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heretaunga Building Society 5.60 4.85 4.90 -
Housing NZ Corp 5.55 4.69 4.75 ▲4.99
HSBC Premier 5.75 4.19 4.19 4.49
HSBC Premier LVR > 80% - - - -
Lender Flt 1yr 2yr 3yr
HSBC Special - - - -
ICBC 5.60 4.39 4.69 4.99
Kiwibank 5.25 4.70 4.75 4.75
Kiwibank - Capped - - - -
Kiwibank - Offset 5.25 - - -
Kiwibank Special - 4.19 ▲4.39 ▲4.75
Liberty 5.69 - - -
Napier Building Society 6.50 5.80 6.70 -
Nelson Building Society 6.10 4.85 4.99 -
NZ Home Loans 5.45 4.69 4.75 ▲5.00
NZ Home Loans - Specials - - - -
Lender Flt 1yr 2yr 3yr
NZ Home Loans - Specials - 4.19 ▲4.39 ▲4.75
Perpetual Trust 7.70 - - -
Resimac 5.19 4.94 4.90 4.91
SBS Bank 5.54 4.75 4.89 4.99
SBS Bank Special - 4.25 4.29 4.35
Sovereign 5.75 4.69 4.99 5.29
Sovereign Special - 4.29 4.49 4.79
The Co-operative Bank 5.45 4.39 4.45 4.79
TSB Bank 5.54 4.75 4.75 4.99
TSB Special - 4.25 4.19 4.59
Wairarapa Building Society 6.20 5.75 5.95 -
Lender Flt 1yr 2yr 3yr
Westpac 5.65 4.79 4.90 5.09
Westpac - Capped rates - 5.15 5.25 -
Westpac - Offset 5.65 - - -
Westpac Special - 4.25 ▲4.39 ▲4.75
Median 5.65 4.69 4.75 4.95

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