Moneyplanners Ltd

Miles has been in the industry since the 1980’s. He has experienced three financial crashes and he understands the need for patience and a balanced and unbiased view to assist clients to not become too anxious or panic and sell assets at the wrong time.
As one of only 20 people in New Zealand with both CLU (Chartered Life Underwriter) and CFP (Certified Financial Planner) qualifications, and an MA in Business Administration, he has the foundation of knowledge to offer quality advice.
He genuinely cares about his clients, and maintains a close on-going relationship with them, regularly reviewing progress and working with them over time to ensure their goals can be met.