Senior Client Adviser, Grant Thornton Wealth Management Limited
Jack has been working as an adviser in New Zealand since 1995, and has extensive experience in both the investment and business risk markets. His most recent role was within a large New Zealand bank where he worked in the private banking space managing large individual and corporate investment portfolios.
Jack holds close relationships with his clients, and strives to assist them to achieve both personal and financial success. He works with a team that provides a full range of personal financial advice and investment planning services for clients which include business owners, corporates, and individuals. Jack examines clients' individual situations to uncover unique issues and tailor solutions to meet their personal needs.
As an AFA, Jack can offer the following services:
Jack also has a special interest in Socially Responsible Investing (SRI). SRI integrates personal values and societal concerns with investment decisions. It strives to consider both the investor's financial needs and an investment's impact on society. SRI allows investors to put their money to work to build a better tomorrow while earning competitive returns today.
Jack is also a member of the Professionals Committee within the Auckland Communities Foundation. The foundation aims to become a trusted vehicle that individuals, families, businesses, groups of like minded people and the community invest their philanthropic dollars to build a permanent legacy in the communities they serve. If you are interested in knowing more about this worthy foundation please see http://www.aucklandcf.org.nz/ .
Jack has a young family that demands most of his spare time. He also has a keen interest in mountain biking. Jack also has an interest in psychology, and has begun studies towards a Post Graduate Diploma in Psychology.