MARK HOLTOM
Director, Financial Planner
Mark has over 30 years’ experience in the Financial Services sector both in the United Kingdom and New Zealand, having worked in senior roles within large corporate institutions, as well as small boutique advisory businesses. He holds an Advanced Financial Planning Certification from the United Kingdom and is also a Responsible Investment Association Australasia (RIAA) Certified Financial Adviser.
Mark believes in thoroughly understanding his clients’ current and future aspirations, and what is most important to them, which he endorses as the foundation of great financial planning. He supports, assists and guides his clients to build a solid financial roadmap to help them secure their wealth and financial future.
Mark lives with his wife and daughter in the suburb of Mt Albert in Auckland and enjoys keeping physically fit, and traveling to destinations on his bucket list. He has also been involved in fundraising events for charities dear to his heart, including Child Cancer Foundation and Ronald McDonald House.
IF YOU DON'T TAKE CARE OF YOUR MONEY, YOUR MONEY WON'T TAKE CARE OF YOU.
"Great initial investment that works well ongoing. Peter is available to discuss matters with us when needed but is really a friend we trust."
Client Feedback Survey, Nov 21
