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.
MEET THE TEAM
"Mark has been my financial adviser for over 3 years. He has always provided me with excellent service, credible advice and unparalleled support. I trust him implicitly with my investments, knowing he understands my needs and goals, both short- and long-term. Mark provides me with investment advice and options that support these needs, and I have been thrilled to watch my investments solidly grow whilst under his watchful eye."
Kim
