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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
AMP Home Loans 7.24 5.69 6.19 6.55
AMP Home Loans $200k+ 7.14 5.59 6.09 6.45
AMP Home Loans LVR <80% - - 5.75 6.09
ANZ 6.74 ▼5.95 6.09 6.39
ANZ Special - ▼5.45 5.55 5.99
ASB Bank 6.75 5.99 6.09 6.39
ASB Bank Special - 5.59 5.55 5.59
BankDirect 6.75 5.99 6.09 6.39
BankDirect Special - 5.59 5.55 5.59
BNZ - Classic - 5.69 5.75 5.59
BNZ - GlobalPlus 6.74 5.89 6.19 6.29
Lender Flt 1yr 2yr 3yr
BNZ - Mortgage One 7.15 - - -
BNZ - Rapid Repay 6.74 - - -
BNZ - Std, FlyBuys 6.74 5.89 6.19 6.29
BNZ - TotalMoney 6.74 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.45 ▼5.95 ▼5.99 -
Credit Union North 6.45 - - -
Credit Union South 5.75 - - -
eMortgage 6.04 6.15 6.69 7.19
Finance Direct 6.10 6.45 6.69 7.10
First Credit Union 6.45 - - -
Lender Flt 1yr 2yr 3yr
General Finance 5.95 6.25 6.50 7.10
HBS Bank 6.65 5.69 5.74 ▼5.79
HBS Special - 5.59 5.49 ▼5.49
Heartland 6.70 7.00 7.25 7.85
Heretaunga Building Society 6.70 6.00 6.30 -
Housing NZ Corp 6.74 5.70 6.09 6.29
HSBC Premier 6.84 5.45 5.65 5.79
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 6.75 5.99 6.39 -
Kiwibank 6.65 5.69 6.09 6.29
Lender Flt 1yr 2yr 3yr
Kiwibank - Capped - - - -
Kiwibank - Offset 6.55 - - -
Kiwibank LVR > 80% - - 5.55 5.89
Liberty - - - -
Napier Building Society 5.80 6.00 6.70 -
Nelson Building Society 6.95 6.15 6.60 -
NZ Home Loans 6.85 6.09 6.40 6.65
Perpetual Trust 7.70 - - -
Resimac 6.59 6.03 6.10 6.19
SBS Bank 6.65 5.69 5.74 ▼5.79
SBS Bank Special - 5.59 5.49 ▼5.49
Lender Flt 1yr 2yr 3yr
Silver Fern 5.95 6.10 6.55 7.05
Sovereign 6.85 5.99 6.19 6.39
Sovereign Special - 5.59 5.75 5.59
The Co-operative Bank 6.70 5.59 5.59 5.74
TSB Bank 6.74 5.95 6.19 6.30
TSB Special - - 5.79 -
Wairarapa Building Society 6.20 5.75 5.95 -
Westpac 6.59 6.09 6.39 6.65
Westpac - Capped rates - 6.74 6.99 -
Westpac - Offset 6.59 - - -
Westpac Special - - 5.79 5.89
Median 6.70 5.95 6.09 6.29

Last updated: 31 January 2015 5:00am

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