Pivotal Advisory was established with a number of underlying principles and values in mind.
Not only do we want to be excellent in terms of the technical financial advice we provide, but we also value delivering that advice in clear terms. We want to help clients understand what can often be complicated ideas in relatively simple terms, with the freedom to recommend a tailored solution from the specific clients’ perspective. We want our workplace to be fun, and believe that life should be for living and enjoying.
Finding the right financial coach is a pivotal element in reaching financial goals.
We have a wide range of clients; from school leavers wanting to set up their finances efficiently,
to young families buying homes, to those conscious of the need to build wealth for retirement, to people in older age needing to generate sufficient investment income to live comfortably. Our offices are in Palmerston North; however we have clients throughout New Zealand.
We have specific expertise within the Business, Rural and Education sectors, with numbers of clients involved in small to medium business ventures, farming or teaching vocations. However the principles of financial planning remain similar for people across all walks of life, and we have been able to provide useful advice for most people that have sought advice from us. There is little harm in having a financial ‘tune-up’ from time to time, especially when our initial consultation is free of charge.
Certified Financial Planner
As a parent, I understand the importance of setting goals and putting plans in place for the future. As someone with a history in education, I understand the need to increase knowledge and discuss complex issues in simple terms. As a business owner, I understand many of the issues fellow business people face, and the need to have solutions that actually work.
I have been married to Dannielle since 1996 and together we have four fantastic children. We have a strong family focus and enjoy a close involvement in our church community and in sport.
Registered Financial Adviser
I am married to Sheryll and we have 3 daughters. I enjoy most sports, spending time with friends and family, and always have a number of ambitious projects underway in my workshop and garden.
I am a born and bred Wellingtonian, having moved to the Manawatu in 2003. I have had extensive secretarial experience having worked for several large New Zealand companies.
I am an avid supporter of anything Wellington, in particular the Hurricanes and provincial rugby. I also like to think of myself as a “sophisticated petrolhead”.
I am married to Mark and have two children, and enjoy a strong family focus and enjoy spending weekends watching our kids play their sport, showing hospitality, cycling, and being part of our local church.