Client Support Co-ordinator

Steve plays a key part in our financial planning process, taking care of all the paperwork both initial and ongoing, managing our client files and taking care of client queries. It's a role he's performed for over 14 years, initially working with Larry Stead before he and Larry transferred across to Ethical Investing NZ (which was called 'C2C Partners' back then) in 2017. 

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.

"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