Northplan Managing Director, Kelvin Syms, said Northplan is excited about the opportunity to expand its presence in the Rotorua, Taupo and Hawkes Bay areas, particularly in a major centre like Rotorua.
“The quality of people in any particular area will determine that region’s fortunes, and when you see a place like Rotorua with higher business optimism and confidence than many of their bigger neighbours, you can’t help but be excited about the potential.”
Managing Director of Jones Financial Services Limited, Peter Jones, said the acquisition will benefit the clients of both companies.
“It is a real win for Jones Financial Services’ clients because they will also receive the safety, security and cost saving benefits of a large company, without losing the good quality personal service they have become accustomed to.
“Becoming part of a larger group like Northplan makes sense right now, particularly in light of impending changes to compliance legislation and disclosure for financial advisers,” said Jones.
All decisions relating to the composition of every one of Northplan’s client portfolios is made by Northplan’s Investment Committee – a think tank which combines the experience and skills of the likes of well known independent economist Donal Curtin, Northplan Managing Director Kelvin Syms, Northplan Director Simon Purvis and chartered accountants John Perris and John Price.
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