Steve has been with us since 2017 and plays a key part in our financial planning process, taking care of the client onboarding process, managing our client files and taking care of client queries. It’s a role he’s performed for over 17 years, initially working at Craigs Investment Partners and subsequently with adviser Larry Stead, before both transferred across to Ethical Investing NZ (which was called ‘C2C Partners’ back then).
It’s likely it will be Steve’s friendly voice you’ll hear when you call our landline. Away from work, Steve has a real love of sport in all its forms.
