| About Us
In 2002 Neil left his Senior Management career at BNZ to establish PFG. He saw a gap in the market to provide ongoing, personalised relationship banking with a strong focus on quality, informed and easily understood advice.
Originally based in East Tamaki, we looked after home owners, self-employed & business clients. We relocated to Half Moon Bay Marina in 2010, primarily due to ongoing growth in our home loan services and yes, the view’s much better!
We hold most meetings at our office as we believe that a professional environment (with a big whiteboard) is more conducive to educating our clients. With improved financial literacy and awareness our client’s achieve more than us simply negotiating them a great deal – that’s a given!
With more than 35 years financial services experience, we’re able to help clients make better financial decisions, saving them significant money. We take pride in providing friendly, uncomplicated and real, usable advice that is grass roots and easy to turn into results. Yes, we know our stuff but equally know how to talk in plain English!
We’re always learning too
We operate in a very close & supportive team environment. This ensures we talk and learn from each other and most of all, you as our client, get well looked after with the best advice at all times! While we have experience, we don’t rest on that – we’re focused on continuous process improvement and knowledge build. Our culture is therefore one of investing in ongoing, relevant education and training to ensure we remain best positioned to assist you now and into the future.
We’re focused on helping clients understand that it’s not all about the money!
In 2006, Neil created a unique programme to help people gain clarity around the concept of money in and on, their life. This focuses on simple, yet effective strategies to create stable relationships, life goals, stronger sense of purpose, achievement and emotional stability. This programme is helping individuals & couples that are tired of feeling like they’re in a no-win game, chasing capitalistic goals without understanding the Why! We run these unique workshops through our sister company - The Bubbles Group Ltd.
| Your Team
Neil established PFG in 2002 after leaving a Senior Management position at BNZ. While he enjoyed his 18-year career (NZ & UK Banking roles), he decided to leave corporate life & return to what he enjoys most – helping people!
He has a unique ability to leverage off his strategic and business banking background and helps people get on top of their life & gives them financial direction. He enjoys mixing with people from all backgrounds and loves to work with people who want to get ahead! He explains things in plain English & adopts a practical hands-on approach that his clients love. Neil helps people get life direction, motivates & gives them the confidence to achieve realistically tested goals in the right sequence. In 2006 he created our successful & unique Bubbles Life & Financial Freedom Programme.
Neil is married to Fiona. They and their 3 sons live in Auckland’s eastern suburbs. When not working, Neil can often be found fishing or filming car related videos for his Youtube channel.
Please check out Neil’s disclosure statement here.
E: firstname.lastname@example.org P: 021 667 878 or 09 919 3463
Tracey joined us in 2014 as Personal Assistant to Neil. She has come from working for a software company for 18 years! She is hoping to replicate the longevity of service at PFG – although she might be a bit long in the tooth by then. Tracey has a background in marketing and will be working on lifting PFG’s profile in the marketplace, and at the same time supporting Neil in keeping our client’s happy!
E: email@example.com P: 09 919 3460
Will joined PFG early 2018 after coming back from travelling for 18 months. He has a degree in Civil Engineering with Honours (BE(Hons) and has just completed his National Certificate in Financial Services. He finds that there is are similarities between the two industries and can put both those skills to use. Currently, he is applying to become a Registered Financial Adviser. Will is continuing to learn from the PFG team and plans to spend more time with clients.
E: firstname.lastname@example.org P: 09 919 3460
Fiona has been part of PFG since its inception, but started working in the office in 2008 when the youngest Inns boy started school. She’s responsible for all admin & accounts functions & ensures the wages are paid & clients are happy. Fiona also looks after our social media & client newsletters.
E: email@example.com P: 09 919 3460