The Adviser

Tara Nel, 
 Financial Adviser & Managing Director
​Mobile: 022 062 1749

Tara was an advanced qualified Financial Planner in the UK for six years.  When she came to New Zealand, she led a Financial Planning team for a major bank, and also worked for two of the main Insurance companies in NZ, her last role being National Manager.  She has achieved Advance qualification in the UK and Certified Financial Planner status in NZ.  

​She has a wealth of experience providing advice to clients and most importantly really cares about ensuring that clients are given the best advice for their personal circumstances.  She takes her role as an adviser very seriously as she is well aware of how important a good risk management plan is for people in their times of crisis.