About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   depositrates.co.nz  |   landlords.co.nz
Last Article Uploaded: Thursday, May 5th, 8:26PM
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

Friday, May 6th 2016
Core Strand
Auckland

Friday, May 6th 2016
Sovereign New Adviser Course - Auckland (5 Days)
Auckland

Monday, May 9th 2016
Partners Life Product Roadshow
Auckland

Monday, May 9th 2016
Partners Life Product Roadshow
Auckland

Tuesday, May 10th 2016
Sovereign Go Home Loans Product Workshop
Auckland

Tuesday, May 10th 2016
Partners Life Product Roadshow
Wellington

Tuesday, May 10th 2016
Partners Life Product Roadshow
Canterbury

Wednesday, May 11th 2016
Closing the Gaps
Auckland

Wednesday, May 11th 2016
Partners Life Product Roadshow
Hawkes Bay

Wednesday, May 11th 2016
Partners Life Product Roadshow
Manawatu

MORE»

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