“Your passion, your dream, your business”.
Grant is a Licensed Financial Advisor. He has over 30 years’ experience in financial services and is a leading expert in the industry. He is a true professional when it comes to all facets of business, finance and financial advice. Having assisted many clients from all over New Zealand he has been involved in excess of $1b of finance transactions. Grant is passionate about helping clients achieve their financial & business goals. Grant has governance experience at board level in a privately owned property finance company and was board chair and treasurer for a public school for over 6 years. With a particular interest in self & personal development, Grant can lend a solid ear when it comes to assisting those who are having challenges in both their personal and business lives.
Board Chair, Trustee and Treasurer
Matakana School (State Public NZ School) – March 2012 – 2019
Elected Trustee on Board of Trustees for Matakana School. He has held Community fundraising and relations Roles for 2 years, Treasurer for 3 years (setting school budgets, reviewing financial information and Fiscal sound financial management of the school finances), Board chair for 3 years, running Board meetings and strategic direction of the school in conjunction with school management. Received a congratulatry letter from the Minister of Education for Sound Governance, financial management and the highest Education Review Office, rerview period of 5 years.
National Sales & Marketing Manager (executive Board Member 5 years)
Southern Cross Finance Limited – April 2005 – November 2012
Contracted to establish the 3rd party channels for Southern Cross, develop new lending products and credit policy. Established a new Contributory mortgage book and accreditation with FMA.
CONTACT Grant on 021 440 143.