PFG is a family business, established in 2002 when our founder, Neil, left an Executive Senior Management career at BNZ. He saw a gap in the market to provide personalised relationship banking with a strong focus on quality, informed and easily understood advice.
We believe that a professional environment (with a big whiteboard) is more conducive to educating our clients, so our client meetings are held at our office or using online meetings like Zoom. With our unique workshop style approach, we provide improved financial literacy and awareness to our client’s, who get that we help them achieve more than simply a great deal. Competitive cash contributions and interest rates are simply a given - we like to provide a bit more than just that!
With more than 40 years financial services experience, we’re able to help you make better financial decisions & save significant money. We take pride in providing friendly, uncomplicated and real, usable advice that is easy to turn into results. Yes, we know our stuff but equally know how to talk in plain English!
We’re always upskilling
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 - introducing The Bubbles Programme
In 2006, Neil created a unique workshop and course to help people gain clarity around the concept of money in and on, their life. Focusing on simple, yet effective strategies helps our client/s create stable relationships and focused life goals, leading to a strong sense of self-purpose, achievement and emotional stability. This workshop has already helped over 200 couples and individuals that were stuck in a rut, chasing capitalistic goals without understanding the Why!
Director & Financial Adviser (FSP 86421)
Neil established PFG in 2002 after leaving an Executive Senior Management position at BNZ. While he enjoyed his 18-year career (NZ & UK Banking roles), he left corporate life to return to what he enjoys most – helping people directly!
He's a direct, entrepreneurial and straight talking guy. He's got a unique ability to leverage off strategic and business skills that help people get on top of their life and provides a strong financial direction. He enjoys mixing with people from all backgrounds and loves to work with anyone that's motivated & wanting to get ahead! Neil explains things in plain English & adopts a practical hands-on approach that his clients love. He helps people remain motivated & gives them increased surety and confidence to achieve realistically determined goals in the right sequence. In 2006 he created the successful & unique Bubbles (think mind mapping) Life & Financial Freedom Programme.
Neil is married to Fiona. They have 3 adult sons and live in East Auckland. When he's not working at PFG, Neil can often be found fishing or having fun with car related stuff within his other business, Supercars of NZ Limited, where he organizes track driver training & related events for a private drivers club.
You can access Neil’s personal disclosure statement here.
E: firstname.lastname@example.org P: 021 667 878 or 09 919 3463
Financial Adviser (FSP 723191)
Anthony joined PFG initially in 2018 due to his strong interest in finance and helping people. He learnt a lot in an administrative support role. He learnt a lot in his initial 18 months, before deciding to head off and experience life outside of the family business. Returning in 2020, Anthony took up a full time position. He also completed his studies to become a qualified financial adviser mid 2021.
Anthony provides overflow support for Neil and looks after his own client base. He specializes in home loans and personal insurances.
Anthony states the most rewarding part of his job is seeing a smile on each client's face when he's helped them successfully buy a home or investment property! He takes pride in forming solid and ongoing relationships with each client, ensuring their needs are met today plus he loves to guide them into a secure financial future.
When not in the office, he loves to head to the gym, reads articles about business, personal finance and emerging currencies such as Crypto. Anthony enjoys a good glass of pinot noir with Dad from time to time too!
You can access Anthony's disclosure statement here.
E: email@example.com P: 021 038 9279
Fiona has been part of PFG since its inception & is responsible for all admin & accounts functions. Fiona also looks after our social media & client newsletters. Behind the scenes, she's our extra fussy grammar Queen - which is needed to keep the boys under control.
E: firstname.lastname@example.org P: 021 184 7559