SHARE is a New Zealand based network of financial advisers with a common brand, systems and processes, and are unique amongst the adviser networks because SHARE is owned equally by its adviser shareholders, managed by a CEO and governed by an elected Board of advisers.
Their focus is to provide a client-centric network that offers a range of relevant and compliant financial advice on insurance, investments and mortgages, and they also take the time to understand the needs and goals of individuals and businesses, so they can tailor a solution for each one’s unique circumstances.
They say they are more than just a leading professional advisory company because they partner with their clients on their journey to secure financial health and wellbeing, and deliver high standards and meet compliance.
To help facilitate with the transition into the new legislation, SHARE have appointed Lana as their Compliance and Training Manager at the support office to assist with the delivering of high standards.
Lana has more than 15 years’ experience in the financial services industry, and joins SHARE from the Financial Markets Authority where she was an Adviser in the Supervision team. While living in the UK, Lana held various compliance and administration roles, and after returning to her hometown of Dunedin she worked for Forsyth Barr and the Medical Assurance Society, before moving to Auckland to join FMA. Lana is an Authorised Financial Adviser.
SHARE advisers are among the most highly qualified and experienced professionals in the New Zealand industry, and years of running successful advisory businesses have resulted in a level of knowledge unparalleled in the marketplace. The time is right to share that knowledge, and to pass it on to others. For some advisers the rapid developments in the financial sector are providing the impetus to join together, to share a working environment that requires new skills, technology and the need to embrace a new way of doing business. SHARE provides advisers with these opportunities and more.
A SHARE adviser would be happy to sit with you, help you identify your financial goals and then create a plan to make them happen, focusing on your needs, sharing their knowledge and advice to help you achieve the financial freedom you deserve. Information is free and available but knowledge, gained from years of experience, endures.
A Disclosure Statement for each SHARE Adviser is available on request and free of charge, and for more information on refinancing mortgages NZ, non-bank mortgage lenders NZ and unsecured personal loans NZ please go to http://www.sharenz.com/ .