We will run this presentation split into three parts. It will be a discussion on business lending and the things to look for (and what a bank looks for), consumer lending (housing) and private bank (investments).
This will cover off the economic lifecycle of a dentist which more often than not, mirrors their career lifecycle.
Thom has worked in the financial and banking sector for 20+ years in New Zealand and the UK, within the business and corporate banking sectors. For over the past ten years Thom has focussed on New Zealand’s healthcare sector and for the past four years he has led BNZ’s Healthcare sector team.
Conrad has focused on wealth creation, preservation, and protection since the very beginning, as he previously worked at a life insurer, boutique private wealth management firm, and in private wealth advisory and private banking. Having left South Africa for New Zealand in November of 2022, Conrad was a Senior Adviser at Medical Assurance Society (MAS) prior to joining BNZ. He has worked almost exclusively with ultra high-net-worth (UHNW) and high-net-worth (HNW) individuals and families, business owners, professionals, international sports stars, and even celebrities and influencers.
Paul has a strong passion for delivering outcomes through strategic financial planning and is a registered Financial Adviser with investment and residential property lending qualifications. In addition to this, Paul’s educational background includes a Bachelor of Business with a major in Economics and ongoing studies towards a Master of Business Management. He brings in a wealth of knowledge and experience specialising in designing and implementing comprehensive financial strategies for his clients. His expertise encompasses financial, investment, & retirement planning, including cashflow
Denise has a passion for supporting clients through quality of advice, exceptional service, and long-lasting relationships to ensure clients consistently achieve their desired goals. Denise has over 12 years’ experience in the financial services industry including international experience worked for the Bank of Ireland. Joining BNZ in 2014, Denise has a debt of experience and knowledge through various roles. Denise is a registered Financial Advisor working with high-net-worth individuals, families, busy professionals, trusts, and retirees providing tailored investment advice for her clients.
