PETER LEE

Director, Financial Planner

Originally trained as a scientist, Peter has worked in the financial services industry for over 30 years in insurance, funds management, trustee services, banking and financial planning. This includes senior executive roles at Guardian Trust and ANZ Bank. Peter is also a former Chief Executive of the Institute of Financial Advisers, now Financial Advice NZ, the industry’s peak financial advisory professional body. Through this, he had the opportunity to identify global best practice in financial planning advice – and he brings this valuable insight to you.

His forte, honed over two decades, has been the ability to bring "clarity from complexity" to hundreds of people and organisations, including professionals, SME principals and owners, senior managers and not-for-profits.

Peter has a special interest in sustainability and ethical investment. He was a founder-director of SBN, has launched two ethical investment funds and is a Certified Adviser member of the Responsible Investment Association of Australasia. He is also a practitioner member of Financial Advice New Zealand.

HELPING PEOPLE TO BUILD SUSTAINABILITY THROUGH INVESTMENTS THAT CAN CHANGE THE WORLD

"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

Rob and Mary