About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   depositrates.co.nz  |   landlords.co.nz
Last Article Uploaded: Saturday, October 25th, 3:41PM
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

Tuesday, October 28th 2014
Quotemonster Auckland Central: The Financial Facts
Auckland

Tuesday, October 28th 2014
Quotemonster Auckland North: The Financial Facts
Auckland

Wednesday, October 29th 2014
PAA Road Show - Auckland North
Auckland

Wednesday, October 29th 2014
Partners Life Income & Mortgage Protection Insurance Workshop - Nelson
Nelson/Marlborough

Thursday, October 30th 2014
Quotemonster Lower Hutt: The Financial Facts
Wellington

Thursday, October 30th 2014
Partners Life Income & Mortgage Protection Insurance Workshop - Wellington
Wellington

Friday, October 31st 2014
PAA Road Show - Auckland Central
Auckland

Friday, October 31st 2014
Partners Life Income & Mortgage Protection Insurance Workshop - Christchurch
Canterbury

Friday, October 31st 2014
Newpark Getting the most out of your business
Auckland

Tuesday, November 4th 2014
Sovereign Personal Products Course - Christchurch
Canterbury

MORE»

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