Practice Manager, Financial Planner

Suzanne joined our team in February 2020 as our Practice & Client Services Manager but since Francesca came on board, has been able to gradually extend her role to utilise her previous adviser experience and provide a select group of clients with financial planning services.  

Her role primarily emcompasses oversight into the general management of Ethical Investing NZ operations and the the responsibility of providing outstanding service to our wonderful clients.

She has worked in the financial services industry for more than 20 years, over 14 years of that in senior office and operations management roles and over 6 years as an adviser.  She holds the internationally recognised designation of Certified Financial PlannerCM and is an Accredited Investment Fiduciary AIF®.  She is also a member of the NZ Institute of Directors. 

With having extensive experience in both operations and advisory roles, she brings a unique and valuable skill base to Ethical Investing NZ.

Outside of work, Suzanne and her husband Paul have 2 wonderful daughters who are currently navigating their way through university degrees.  She has a love of sewing, getting out and about walking her 2 dogs and just a ‘slight’ addiction to good coffee.

Peter offered us the chance to have an initial no-obligation meeting, which we took up. He spent much of that meeting really delving down into our values, relationships, who and what was important to us, but mainly what we wanted to achieve with our money.

Rob and Mary

Rob and Mary