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End to long standing planner partnership

Wednesday, August 22nd 2007, 7:30AM
Dennis Lennan principal, of Financial Fitness has sold his shareholding in the company to his business partner, Craig Wylie.

The two have been in business together since 1986 and in 1999, interests associated with New Zealand Funds Management Ltd, purchased 50% of Financial Fitness Ltd.

The partnership between Dennis and Craig, has endured for 20 years, and is recognised as one of the longest in the history of personal financial planning in New Zealand.

Financial Fitness is a founding member of LodeStar, a nationwide network of personal financial advisers, dedicated to helping people create wealth, and the management of their financial affairs.

Lennan and associated interests established Transact Wealth Management in 2006. Lennan's son Nick has joined the firm and will be gaining his qualifications as an adviser.

Transact Wealth Management, is purely fee based, and operates from commercial premises at Mount Maunganui.

« Well-known manager joins MFSSimon Fisher takes on CEO role »

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