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NZ Funds adds to its Private Wealth team

NZ Funds continues to beef up its Private Wealth team to help it achieve its double-digit growth rate.

Monday, March 30th 2020, 10:19AM

Rick Parry

NZ Funds adviser support team jumped by two with the appointment of Gian Botha and Rick Parry.

Botha joins as a regional business development manager after nine years at AMP as a workplace adviser and a direct sales consultant. Parry comes from Enable Me where he we a property investment coach. Prior to that he was a small business manager at BNZ.

NZ Funds chief executive, Michael Lang, says the two new appointments would enable NZ Funds to plan the rapidly growing number of referrals RFAs were providing NZ Funds.

“Our large nationwide Private Wealth team enables advisers, who normally provide insurance, mortgage or fire and general advice, to refer clients who need comprehensive wealth management planning to us.”

“In line with the FMA’s guidance, many RFAs can and do provide KiwiSaver class advice. However, they’re coming across clients who are requesting personalised financial advice. Rather than referring these clients to a potential competitor, NZ Funds’ new service enables them to pass the client on to NZ Funds.”

“We’re increasingly being seen as a wealth management partner of choice because we don’t sell insurance or mortgages (so we won’t steal the client) as well as being able to offer a very high standard of financial planning through our software; and of course, because we have successfully mitigated the downside in the current share market rout.”

Lang says he is thrilled with the number and quality of applicants NZ Funds is receiving from the major institutional organisations. “Gian and Rick are emerging market leaders in their field, so we are thrilled to have them on board to help with our double-digit growth rate.”

They join a number of new appointments made by NZ Funds in the inhouse advisory space.

 

Tags: NZ Funds

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