Peter is an experienced financial planner and an Authorised Financial Adviser (AFA). After beginning a career in accountancy and getting half way through a Bachelor in Business Studies, Peter chose to pursue a lifestyle career as a professional fly fishing guide.
Over the next twenty years, Peter established a worldwide reputation as a leading fly-fishing guide. During this time he worked with international, self-made businesspeople, successful CEOs and Corporate Managers.
This gave him a strong appreciation of the value of prudent money management, protection and the results of setting and achieving goals. While still guiding, in 1997 he established Moneyworks with his wife Carey. Peter was heavily involved in the strategic direction and management of Moneyworks, becoming Research Manager in 1998, learning about relevant issues relating to financial products and the industry in general.
In addition to his passion in helping his clients achieve their goals and dreams, Peter is heavily involved in the investment research function of Moneyworks. Peter was a participant of an investment committee from 2009-2015 and works closely with another financial planner to develop the investment strategy for Moneyworks and that financial planners business.
He undertakes extensive and ongoing research into the investment solutions offered to our clients, and into the international economic and financial environment.
Peter brings a strong client service ethic, an enquiring mind and a love of working with people to his role of Financial Planner. As well as his interest in identifying and monitoring investments. Peter enjoys seeing insurance solutions work for clients. He has also worked closely with Paul in recent times to assist clients with their mortgage solutions.
Peter is also passionate about educating clients and assisting them in understanding the financial issues facing them.
Carey and Peter have recently completed the buid of their dream home in Cambridge and have relocated from Turangi to Cambridge in late 2016. As well as indulging in his passions for fishing,(helping Carey with gardening chores) and various types of exercise, Peter joins Carey on overseas cycling holidays – usually self guided and self supported.
Peter’s registration number is FSP 86201. Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.
Graduate Diploma Business (Personal Financial Planning) Waikato University 2007
Authorised Financial Planner (AFA)
Certified Financial Planner (CFP)
Awards and Achievements
Nominated as one of the top 5 international fly fishing guides by Rod and Reel (USA magazine)