NZ Funds adds adviser

NZ Funds has appointed a highly experienced adviser as the latest to join its Auckland private wealth team.

Tuesday, June 23rd 2020, 6:00AM

Marc Proctor

Marc Proctor, who has spent 19 years with Westpac's wealth management group, has joined NZ Funds.

“Marc brings a wealth of knowledge and experience with him, gained in previous roles at Westpac where he worked for 19 years and PriceWaterhouseCoopers," NZ Funds chief client officer Stephan Clark said.

As well as being an Authorised Financial Adviser, Proctor is a Chartered Accountant and holds a CFP.

Clark says Proctor is "very well placed to help our clients plan for their financial futures.“

He said the appointment was one of many this year for NZ Funds, due to an upswing in new clients and a strong focus on providing the best advised portfolio solutions.

“I saw this as a great opportunity to join a dynamic privately-owned New Zealand wealth management firm that is currently in an exciting phase of growth,” Proctor said.

“NZ Funds’ emphasis on quality products and exceptional service greatly impressed me and I’m excited at the prospect of advising New Zealanders and helping grow the business further.”

Tags: NZ Funds