OUR PEOPLE

 

Rob Blackmore AFA, Principal and Adviser - Nelson Bays and West Coast

 

Rob has been involved in the Financial Services industry for over 30 years with all but 3 years as a Client Adviser and Investment Planner. The 3 year "break" was in management and training roles for one of Australia's largest Financial Service institutions. But his love is working with clients helping them plan and achieve their financial and retirement goals.In 2010 Rob completed his study for AFA status and is an Authorised Financial Adviser (AFA).

 

Rob has been involved in the business for the last 20 years and has been instrumental in developing it from a franchise to an independently owned business looking after the retirement planning needs of its clients who live out throughout the Nelson and West Coast regions.

 

Rob is married to Marg (who assists in the office) and has 2 adult sons. He enjoys regular walks around the port hills of Nelson and when able, enjoys taking his Harley on road trips around the region - sometimes calling on clients. He and Marg have been long time supporters of Habitat for Humanity.

 

Maree Stade, Trust Manager, Office Administrator - Nelson

 

Maree has worked for the firm for 17 years in various roles, her previous experience working in a bank, accountanting firm and law office has put her in good stead for her role as Trust Administrator which she has held for over 7 years.

 

She enjoys the challenges estate planning brings along with helping clients find solutions when they are planning the future protection and distribution of their assets. As you can imagine she has gotten to know our trust clients well - another facet of the job she enjoys.

 

Maree currently works part time with her spare time (if any!) spent with her 2 year old daughter and partner David. She loves the outdoors - gardening, walking, hiking, biking and canoeing. Maree also has a passion for travel with big overseas trips planned but for now her travel is limited to New Zealand.