William has been helping clients reach their financial goals and managing their wealth for the past eight years as a Financial Adviser based in Auckland. William has worked at various brokerage firms in New Zealand and has seen the market for investment advice mature and change greatly. He has a deep understanding of the dynamic nature of financial markets, which allows him to create portfolios that assist clients in achieving their goals.
Bespoke individually managed portfolios
Direct bond and/or equity portfolios
Memberships & qualifications
University of Canterbury – Bachelor of Commerce (Economics)