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.

"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."


Rob and Mary