“We believe clients are our priority, that both investment selection and planning should be tailored, and that, while benchmarks are useful, it’s the actual returns that really matter,” he says.

Steve has had a broad and exciting career in retail banking, investment banking and investment advisory in New Zealand, Australia and the UK.

He has also kept on learning, completing three business degrees — the most recent at master’s level.

Outside the office, you’ll probably find Steve with his family at the beach, enjoying surfing, paddleboarding, kayaking or kiteboarding.

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