About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   depositrates.co.nz  |   landlords.co.nz
Last Article Uploaded: Tuesday, February 28th, 11:05PM
rss
People

Former St Laurence ceo buys financial planning firm

Monday, April 26th 2004, 11:54AM
Former St Laurence Mortgages Ltd chief executive Wayne McCarthy has bought Lower Hutt-based financial planning firm the MONEY $HOP.

Money $hop founder David Edwards says that it has been his goal to exit the business within two years. He will be working with McCarthy to transition existing clients to him.

Edwards says he intends to concentrate on brokerage based transactions through a new enity, from the existing premises, while remaining associated with his old business.

McCarthy says he was attracted to the business as it is a member of The Portfolio Group – a nationwide collective of 32 independently owned financial planning companies that represent over $1.5 billion of funds under management.

It has recently adopted a new level of ‘best practice’ standards that are based on systems and procedures adopted by many of the highly regulated western economies and not yet regarded as being standard here in New Zealand. These ‘best practice’ standards involve stringent check and balance methodologies, guidelines, templates and systems designed to enhance the quality and professionalism of the advice we provide to our clients.

The rest of the team of three full time advisers and their support staff will continue business as usual.

« Crossan reappointedING's new client manager »

Special Offers

Commenting is closed

 

print

Printable version  

print

Email to a friend
Slideshow

Wednesday, March 1st 2017
PAA Mortgage Lending for New Advisers Course
Auckland

Wednesday, March 1st 2017
Breakfast Leadership Series
Auckland

Thursday, March 2nd 2017
PAA Mortgage Lending for New Advisers Course
Auckland

Friday, March 3rd 2017
PAA Mortgage Lending for New Advisers Course
Auckland

Tuesday, March 7th 2017
Asset Management Workshop
Auckland

Wednesday, March 8th 2017
Asset Management Workshop
Auckland

Tuesday, March 14th 2017
Meet the Managers Roadshow
Canterbury

Tuesday, March 14th 2017
Meet the Managers
Canterbury

Wednesday, March 15th 2017
Meet the Managers Roadshow
Wellington

Wednesday, March 15th 2017
Leadership Skills for Contract and Procurement Professionals Workshop
Wellington

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com