jonathan parsons - financial adviser
DDI: (09) 306 7259
Cell Phone: (027) 201 3470
Years ago, my late father had poor financial advice from a large financial firm and his investments suffered. Helping him recover from that and leave a legacy for my mother is one of my proudest achievements.
On my own journey to wealth success, I studied at Canterbury and Massey Universities, achieving a Graduate Diploma in Personal Financial Planning and a Masters in Management and Finance. I have also had a range of personal investments over the years that included direct shares, bonds, rental property and business ownership.
These combined experiences have led me to provide conservative but sound financial advice to a range of clients and their unique individual needs. Behavioural finance studies tell us that people often do the wrong thing when it comes to investment, like selling in market downturns or buying in market frenzies. My role is to act as a financial coach to help people avoid making common mistakes, to educate them for success and to ensure they get the full return their risk profile allows.
In 2015, I sold my Financial Advice business in Christchurch and partnered with Spratt Investment Services in Auckland to bring my investment skills and knowledge to assist our clients in protecting and growing their personal wealth.
Our starting point with a client is to fully ascertain their goals. We, then, create a bespoke financial plan to achieve their goals. With our ongoing personalised review service, we then regularly track goal progress to ensure our clients achieve the lifestyle they deserve.