tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Wednesday, July 8th, 1:28AM

People

rss
People

Logical appointment at National Capital

National Capital, a financial advice firm providing digital KiwiSaver advice, has announced the appointment of a head of advice logic.

Tuesday, June 23rd 2020, 9:41PM 1 Comment

James McKelvie

James McKelvie is an AFA who previously worked for Findex.

National Capital director Clive Fernandes said McKelvie would help the company reach its goal of helping a million New Zealanders become financially secure.

“James’ expertise will allow us to improve retirement outcomes for National Capital clients and help optimise KiwiSaver, which is soon becoming the largest retirement asset for many Kiwis,” he said.

McKelvie will play a crucial role in the design and delivery of personalised KiwiSaver advice to Kiwis. His role will focus on developing the financial strategy underlying the KiwiSaver advice provided, refining and improving the advice logic to ensure better retirement outcomes.

McKelvie said: “National Capital has identified a way to bridge the advice gap between New Zealanders and their KiwiSaver accounts. I look forward to working with Clive and the team to develop advice logic that can be digitised to deliver personalised advice on a large scale.”

Tags: National Capital people

« NZ Funds adds adviserWestpac's investment arm, BT gets a new head of investments »

Special Offers

Comments from our readers

On 3 July 2020 at 3:11 pm Clive.Fernandes said:
We are very excited & honoured to be working with James. His analytical skills along with a sense of empathy for the needs of the clients we serve make him the ideal person for this role!

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Slideshow

MORE JOBS»

Tuesday, July 14th 2020
ICNZ - The Future of Insurance in a Post-COVID World
Nationwide

Thursday, July 30th 2020
ICNZ - The COVID Effect: What the New Financial Landscape Looks Like
Nationwide

Tuesday, August 4th 2020
Core Strand
Auckland

Thursday, August 6th 2020
Waikato Advisers Coffee Morning
Waikato

Wednesday, August 12th 2020
OCR & MPS Media conference & live-stream
Nationwide

Tuesday, August 25th 2020
Residential Property Lending Workshop
Auckland

Wednesday, August 26th 2020
Residential Property Lending Workshop
Auckland

Thursday, August 27th 2020
ICNZ -The Empowered Consumer
Nationwide

Friday, September 4th 2020
Core Strand
Auckland

Wednesday, September 23rd 2020
Official Cash Rate announcement
Nationwide

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com