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 adviser

Westpac'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

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

Comments from our readers

www.GoodReturns.co.nz