William Savage

Investments, Financial Adviser

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.

Specialist areas

  • Bespoke individually managed portfolios
  • Direct bond and/or equity portfolios
  • PIE funds

Industry experience

  • Wealth management
  • Equity trading
  • Foreign exchange
  • Investment advice

Memberships & qualifications

  • University of Canterbury – Bachelor of Commerce (Economics)
  • Authorised Financial Adviser (AFA)
Primary disclosure statement

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Tags Investment