James McKelvie

Associate Adviser - Wealth Management

Biography

James' focus is on those clients in professional careers who are in the wealth accumulation phase of their life. He also works closely with Senior Advisers and their clients who are nearing retirement, to assist with formulating their financial strategies.

James will complete a thorough analysis of your current financial situation and spend time with you talking about your risk profile. Considering your financial position, goals, estate planning and insurances, James will work with his team to create a plan specific to you and what you want to achieve.

My speciality

Wealth Management
Office Location
Findex Auckland
Level 29, 188 Quay Street
Auckland, 1010
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Phone: 09 303 4586

Articles by me

By James McKelvie
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