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Last Article Uploaded: Thursday, September 9th, 3:40PM

Advisers: Hawkes Bay

ANZ - Hastings
ANZ - Napier
Barnes Mossman Financial Services Ltd
Eastern Asset Management Limited
MMG Advisory Partners - Hawkes Bay
Spicers Portfolio Management
Spicers Portfolio Management
Westpac - Hastings
Westpac - Havelock North
Westpac - Napier
Westpac - Pahiatua
Westpac - Taradale
Westpac - Waipukurau
Westpac -Wairoa

ANZ - Hastings
   Phone:06 878 1409
   Email:jonesd6@anz.com
   Website:
Adviser Phone Qualifications Year Started Associations Email
Dianne Jones 06 878 1409 jonesd6@anz.com
Can an ANZ Financial Adviser make a difference to you?

ANZ, part of ANZ National Bank Limited is New Zealand’s largest and oldest bank. The ANZ team of Financial Advisers are experienced, qualified professionals backed by resources and reputation. They are also helped and supported by a strong and qualified head Office team which works with the advisers to help ensure that the advice provided is the highest standard. ANZ requires a high level of professionalism backed by qualifications from its advisers and is able to provide a team geographically spread throughout the country.

ANZ has a joint venture with ING New Zealand and has a strategic relationship with Russell Investment Group. Both of these companies are major successful international fund managers.

With an ANZ Financial Adviser you have the choice of managing your own investments with the input of skilled investment advice or you can have your entire portfolio fully managed for you. ANZ Financial Advisers can not only help find the most suitable investment risk solution for you they can also help you to review your portfolio and rebalance your investment mix as the markets and your needs change over time.

Dianne Jones is our Financial Adviser based in Hastings, covering Hastings, Wairoa and Gisborne. She’s worked in the financial services industry for more than 15 years and has recently completed her Graduate Diploma in Business Studies endorsed in Personal Financial Planning. Dianne can help you with investing for wealth creation, retirement planning and asset and income protection. She loves sport, especially squash – she’s a member of the Havelock North Squash Club and volunteers some of her spare time to coach new players and help with the Club’s fundraising and tournaments.


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ANZ - Napier
   Phone:06 834 4908
   Email:leithb@anz.com
   Website:
Adviser Phone Qualifications Year Started Associations Email
Bryan Leith 06 834 4908 leithb@anz.com
Can an ANZ Financial Adviser make a difference to you?

ANZ, part of ANZ National Bank Limited is New Zealand’s largest and oldest bank. The ANZ team of Financial Advisers are experienced, qualified professionals backed by resources and reputation. They are also helped and supported by a strong and qualified head Office team which works with the advisers to help ensure that the advice provided is the highest standard. ANZ requires a high level of professionalism backed by qualifications from its advisers and is able to provide a team geographically spread throughout the country.

ANZ has a joint venture with ING New Zealand and has a strategic relationship with Russell Investment Group. Both of these companies are major successful international fund managers.

With an ANZ Financial Adviser you have the choice of managing your own investments with the input of skilled investment advice or you can have your entire portfolio fully managed for you. ANZ Financial Advisers can not only help find the most suitable investment risk solution for you they can also help you to review your portfolio and rebalance your investment mix as the markets and your needs change over time.

Bryan Leith is our Financial Adviser based in Napier, covering Napier, central Hawkes Bay and Dannevirke. He’s been in the finance industry since 1973 and an Adviser since 2003. Bryan specialises in investments and business insurance and holds a Graduate Diploma in Personal Financial Planning. In his spare time he can usually be seen on the golf course or squash court.


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Barnes Mossman Financial Services Ltd
Street Address:cnr Eastbourne & Market Streets, Hastings Phone:06 876 7159
Postal Address:PO Box 1040 Fax:06 876 6434
City:Hastings 4156 Email:bm@barnesmossman.co.nz
   Website:www.bmfs.co.nz
Adviser Phone Qualifications Year Started Associations Email
Tobias Taylor 06876715 PGDipPFP (Waikato), BBS (Massey) IFA tobias@barnesmossman.co.nz
Barnes Mossman Financial Services Limited offers a financial planning service focused on clients' needs. We do this by protecting clients' assets and building their net wealth by investing into well researched and diversified asset holdings.
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Eastern Asset Management Limited
Street Address:Level1, 1 Napier Road, Phone:06 877 1952
Postal Address:PO Box 8464 Fax:06 877 1953
City:Havelock North Email:admin@easternasset.co.nz
   Website:www.moneywatch.co.nz
Adviser Phone Qualifications Year Started Associations Email
Malcolm Eves B.Sc (Canty) : Dip Bus Studies- Fin. Planning (Massey): CFP 1990 IFA
We are an independent business with excellent network links operating from pleasant surroundings in beautiful Havelock North - the centre of Hawke's Bay wine country. We offer personal and tailored advice and use a wide range of investment alternatives from direct shares and bonds to specialist securities and managed funds. This is backed up with a comprehensive portfolio management service
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MMG Advisory Partners - Hawkes Bay
Street Address:201 Warren Street Phone:06 878 5656
Postal Address:P O Box 820 Fax:06 878 5147
City:HASTINGS Email:hawkesbay@mmg.co.nz
   Website:www.mmg.co.nz
Adviser Phone Qualifications Year Started Associations Email
David Petre
Alastair Dick hastings@moneymanagers.co.nz
MMG Advisory Partners (MMG) was founded with a simple philosophy: to provide everyday New Zealanders and their families with tailored, responsible financial advice in plain, easy-to-understand language.

This focus has seen us maintain close, long-term relationships with our clients for many years.

MMG follows an advice process which is focused on helping achieve the varying financial needs and goals of our clients. Importantly, our process takes into account the different stages of life and the individual circumstances of each client.

Our business has evolved to provide our clients with comprehensive financial advice which covers:

  • Financial Advice
  • Investment Advice
  • Estate Planning
  • KiwiSaver

    With a network of over 50 financial advisers, many of whom have worked together for over a decade, MMG offers the advantage of proven performance, personalised service, and individually tailored solutions.


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    Spicers Portfolio Management
    Street Address:20 Porter Dr Phone:0800 102 100
    Postal Address:P O Box 8546, Freepost 1004 Email:info@spicers.co.nz
    City:Havelock North Website:www.spicers.co.nz
    Adviser Phone Qualifications Year Started Associations Email
    Les Cunningham 06 877 8021 A.F.P les.cunningham@spicers.co.nz
    Spicers are one of New Zealand's leading financial advisory firms offering a comprehensive range of investment and financial planning services. Spicers have a nationwide network of skilled financial advisers who can help you create and maintain a complete financial strategy for your retirement, investment and business needs. This comprehensive plan will also include estate planning, insurance, and taxation. Spicer's investment specialist, Arcus Investment Management, is regarded as amongst the top in the industry.

    Call 0800 102 100 to talk to a Spicers adviser. There is no charge and no obligation, just the opportunity to see how Spicers can help.

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    Spicers Portfolio Management
    Street Address:106 Kennedy Rd Phone:0800 102 100
    Postal Address:PO Box 4151 Email:info@spicers.co.nz
    City:Napier Website:www.spicers.co.nz
    Adviser Phone Qualifications Year Started Associations Email
    David Compton 06 843 8300 david@oldershaw.co.nz
    Marc Nel 06 843 3058 marc@oldershaw.co.nz
    Spicers are one of New Zealand's leading financial advisory firms offering a comprehensive range of investment and financial planning services. Spicers have a nationwide network of skilled financial advisers who can help you create and maintain a complete financial strategy for your retirement, investment and business needs. This comprehensive plan will also include estate planning, insurance, and taxation. Spicer's investment specialist, Arcus Investment Management, is regarded as amongst the top in the industry.

    Call 0800 102 100 to talk to a Spicers adviser. There is no charge and no obligation, just the opportunity to see how Spicers can help.

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    Westpac - Hastings
    Street Address:103 Heretaunga Street Phone:0800 900 910
    Postal Address:P O Box 924 Email:jocelyn_mcclelland@westpac.co.nz
    City:Hastings Website:www.westpac.co.nz
    Adviser Phone Qualifications Year Started Associations Email
    Jocelyn McClelland 027 291 967 CFP 2000 IFA, CFP jocelyn_mcclelland@westpac.co.nz
    Wealth Advisers

    Need investment advice? Find a Westpac Wealth Adviser today.

    If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

    How can a Wealth Adviser help?
    Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

    • Assist you in putting your financial information together
    • Defining your goals by discussing your particular needs, objectives and financial situation
    • Providing you with a personalised investment portfolio
    • Helping you put your plan into action.

    Our services are comprehensive and cover every aspect of investment including…

    • Financial planning
    • Professional investment advice and management
    • Loans and expert advice on property investment
    • A wide range of managed funds from leading fund managers
    • Retirement planning
    • Broking services for bonds and shares, and much more.

    We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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    Westpac - Havelock North
    Street Address:103 Heretaunga Street West Phone:0800 900 910
    Postal Address:P O Box 8362 Email:
    City:Havelock North Website:www.westpac.co.nz
    Adviser Phone Qualifications Year Started Associations Email
    Wealth Advisers

    Need investment advice? Find a Westpac Wealth Adviser today.

    If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

    How can a Wealth Adviser help?
    Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

    • Assist you in putting your financial information together
    • Defining your goals by discussing your particular needs, objectives and financial situation
    • Providing you with a personalised investment portfolio
    • Helping you put your plan into action.

    Our services are comprehensive and cover every aspect of investment including…

    • Financial planning
    • Professional investment advice and management
    • Loans and expert advice on property investment
    • A wide range of managed funds from leading fund managers
    • Retirement planning
    • Broking services for bonds and shares, and much more.

    We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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    Westpac - Napier
    Street Address:28 Dickens Street Phone:0800 900 910
    Postal Address:P O Box 79 Email:jocelyn_mcclelland@westpac.co.nz
    City:Napier Website:www.westpac.co.nz
    Adviser Phone Qualifications Year Started Associations Email
    Jocelyn McClelland 027 291 967 CFP 2000 IFA, CFP jocelyn_mcclelland@westpac.co.nz
    Wealth Advisers

    Need investment advice? Find a Westpac Wealth Adviser today.

    If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

    How can a Wealth Adviser help?
    Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

    • Assist you in putting your financial information together
    • Defining your goals by discussing your particular needs, objectives and financial situation
    • Providing you with a personalised investment portfolio
    • Helping you put your plan into action.

    Our services are comprehensive and cover every aspect of investment including…

    • Financial planning
    • Professional investment advice and management
    • Loans and expert advice on property investment
    • A wide range of managed funds from leading fund managers
    • Retirement planning
    • Broking services for bonds and shares, and much more.

    We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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    Westpac - Pahiatua
    Street Address:120 Main Street Phone:0800 900 910
    Postal Address:P O Box 36 Email:peter_morrison-story@westpac.co.nz
    City:Pahiatua Website:www.westpac.co.nz
    Adviser Phone Qualifications Year Started Associations Email
    Peter Morrison-Story 027 297 5081 PGDipPFinPlan IFA peter_morrison-story@westpac.co.nz
    Wealth Advisers

    Need investment advice? Find a Westpac Wealth Adviser today.

    If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

    How can a Wealth Adviser help?
    Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

    • Assist you in putting your financial information together
    • Defining your goals by discussing your particular needs, objectives and financial situation
    • Providing you with a personalised investment portfolio
    • Helping you put your plan into action.

    Our services are comprehensive and cover every aspect of investment including…

    • Financial planning
    • Professional investment advice and management
    • Loans and expert advice on property investment
    • A wide range of managed funds from leading fund managers
    • Retirement planning
    • Broking services for bonds and shares, and much more.

    We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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    Westpac - Taradale
    Street Address:277 Gloucester Street Phone:0800 900 910
    Postal Address:P O Box 7141 Email:jocelyn_mcclelland@westpac.co.nz
    City:Taradale Website:www.westpac.co.nz
    Adviser Phone Qualifications Year Started Associations Email
    Jocelyn McClelland 027 291 967 CFP 2000 IFA, CFP jocelyn_mcclelland@westpac.co.nz
    Wealth Advisers

    Need investment advice? Find a Westpac Wealth Adviser today.

    If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

    How can a Wealth Adviser help?
    Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

    • Assist you in putting your financial information together
    • Defining your goals by discussing your particular needs, objectives and financial situation
    • Providing you with a personalised investment portfolio
    • Helping you put your plan into action.

    Our services are comprehensive and cover every aspect of investment including…

    • Financial planning
    • Professional investment advice and management
    • Loans and expert advice on property investment
    • A wide range of managed funds from leading fund managers
    • Retirement planning
    • Broking services for bonds and shares, and much more.

    We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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    Westpac - Waipukurau
    Street Address:Ruataniwha Street Phone:0800 900 910
    Postal Address:P O Box 75 Email:
    City:Waipukurau Website:www.westpac.co.nz
    Adviser Phone Qualifications Year Started Associations Email
    Wealth Advisers

    Need investment advice? Find a Westpac Wealth Adviser today.

    If you’re serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

    How can a Wealth Adviser help?
    Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways…

    • Assist you in putting your financial information together
    • Defining your goals by discussing your particular needs, objectives and financial situation
    • Providing you with a personalised investment portfolio
    • Helping you put your plan into action.

    Our services are comprehensive and cover every aspect of investment including…

    • Financial planning
    • Professional investment advice and management
    • Loans and expert advice on property investment
    • A wide range of managed funds from leading fund managers
    • Retirement planning
    • Broking services for bonds and shares, and much more.

    We can also put you in touch with any other professionals you may need to get started – such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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    Westpac -Wairoa
    Street Address:86 Marine Parade Phone:0800 900 910
    Postal Address:P O Box 15 Email:jocelyn_mcclelland@westpac.co.nz
    City:Wairoa Website:www.westpac.co.nz
    Adviser Phone Qualifications Year Started Associations Email
    Jocelyn McClelland 027 291 967 Grad Dip Bus (PFP) 2000 IFA jocelyn_mcclelland@westpac.co.nz
    Wealth Advisers

    Need investment advice? Find a Westpac Wealth Adviser today.

    If you're serious about investing, contact a Westpac Wealth Adviser today to arrange an obligation-free and confidential consultation.

    How can a Wealth Adviser help?
    Our Wealth Advisers are trained professionals who can help you get started. By coming and talking to us, we can help you in the following ways�

    • Assist you in putting your financial information together
    • Defining your goals by discussing your particular needs, objectives and financial situation
    • Providing you with a personalised investment portfolio
    • Helping you put your plan into action.

    Our services are comprehensive and cover every aspect of investment including�

    • Financial planning
    • Professional investment advice and management
    • Loans and expert advice on property investment
    • A wide range of managed funds from leading fund managers
    • Retirement planning
    • Broking services for bonds and shares, and much more.

    We can also put you in touch with any other professionals you may need to get started � such as accountants, tax advisers, lawyers, or valuers, building consultants and real estate agents with the right commercial experience.


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