Wellington / West Coast - John Coltman, Director & Financial Adviser

John began his career in the New Zealand Police Force and spent 4 years gaining life skills that no other form of education could give him. John then had 3 years in the building industry before running his own retail business for 14 years, Van Helden Gallery, which had two locations, one in Days Bay and the other in Lambton Quay. The galleries were sold in 2001 and an opportunity arose to work with his brother Jamie at Advice Financial. John has a passion for people and is committed to helping clients achieve their personal and business financial goals.

John is an Authorised Financial Adviser (AFA), in accordance with the Financial Advisers Act (2008), and is therefore qualified to provide a comprehensive financial planning service, advising clients on all categories of financial products. John is an Authorised Financial Adviser (AFA), in accordance with the Financial Advisers Act (2008), and is therefore qualified to provide a comprehensive financial planning service, advising clients on all categories of financial products. John is a member of the Professional Advisers Association (PAA). The Association's primary focus is to improve and enhance the professional status of financial planners and insurance advisers, and to advance the interests of members and their clients. If you'd like to meet John for an initial discussion, please click here.

John's Personal Disclosure Statement is located here.
 

Waikato / West Coast - Janet Natta, Financial Adviser

Janet has worked in a variety of roles in the financial services industry. She worked with Public Trust for 13½ years, specializing in wills, trusts, estates and conveyancing. Janet was also a Public Trust accredited investment adviser. Janet returned to Hamilton in 1999, and worked at ANZ Bank as an investment adviser and business risk specialist until 2002. She then went to work for Circle Insurance, underwriting commercial fire and general insurance, and following the takeover of Circle by NZI Insurance, worked for NZI until taking parental leave in 2005.

Janet is an Authorised Financial Adviser (AFA), in accordance with the Financial Advisers Act (2008), and is therefore qualified to provide a comprehensive financial planning service, advising clients on all categories of financial products. Janet has a Diploma in Personal Financial Planning from Massey University (1997), and has completed various FPG Research and AdviserLink courses, studying financial planning and business risk. If you'd like to meet Janet for an initial discussion, please click here.

Janet's Personal Disclosure Statement located here.