Offices: Wellington - Porirua

Location
Whitby, Porirua 5240

Mail
PO Box 50 323
Whitby, Porirua 5240

Phone
04 235 0169
Map - click to enlarge
[+] Click to enlarge

Stuart McLaren CFP
Authorised Financial Adviser (AFA)
FSP: 43224

Dip. Bus. Studies PFP(Personal Financial Planning)

P: 04 235 0169
F: 04 235 0165
E: Click to email...
Skype:

Introducing Stuart

I am an Authorised Financial Adviser (AFA) plus a Certified Financial Planner (CFP) and have been in the financial services industry for 21 years.  I was one of the founding principals, a past member of the Goldridge Investment Panel and Chairman of Moresby Trust.

Professional Membership - Institute of Financial Advisers (IFA)

Linda - Office Manager

Services we provide Bulletin Board Comments about us In the Community

Services We Provide:

Wealth Management
Financial & Retirement Planning.

Cash Management
Investment Planning and recommendations
Managing investments and saving programs

Providing Tax statements, summary and detail
Regular reviews to make sure we are meeting your goals
Assist with Estate planning*
Family Trusts and Business Trusts*
* We will work with your professional or refer to specialist.

Risk Protection and Insurance Planning

Personal and Family risk protection and insurance
Business Owner risk protection and insurance
Key Person protection for your business
Buy/Sell Business Owners agreement recommendations
Deed of Trust – for ownership of insurance plans
Medical / Hospital Cover
Mortgage Protection

 

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Bulletin Board

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Testimonials - what our clients say about us...

"I have known Stuart Mclaren over 20 years and have been his client for close to 18 years. Successful business relationships are built on trust and similar values.  It continues to be my pleasure to be his client. While Stuart does not possess a crystal ball, he has continued to increase my portfolio over the years." ... Chris  - Singapore


"We have known, Stuart for most of his 21 years in the financial services industry, during which time he has provided us with financial planning and regular reporting & reviews of our investments.

"Stuart has always been prepared to spend time explaining the investments and answering our many questions. We have always found him to be helpful and constructive with his advice. He acts with integrity & impartiality and maintains confidences.

"During the time we have known Stuart, we have come to consider him as not only our financial adviser, in whom we have confidence, but also as a trusted friend."... D and I - Wellington

"Stuart has been our financial adviser for about the last 20 years. During that time we have been very impressed with his friendly and competent advice and his wise investment of our retirement savings.  He is prepared to spend time explaining and discussing different investment options and always follows up with detailed reports.  We have been more than pleased with Stuart's service and highly recommend him." ... Laurie and Maureen - Tawa, Wellington

"Stuart has been helping us build our retirement savings for well over 10 years. Stuart has always taken the time to discuss what options we have towards reaching our goals and his sound advice has been invaluable. It is our pleasure to recommend Stuart to others who are planning their financial future." ... Kelly and Ian - Wellington

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Goldridge community involvement

Our office supports the local community;

Stuart is a long term regular blood donor.



Community Involvement
Stuart has always been involved with sport and enjoys an outdoor lifestyle, including playing and coaching soccer and softball.
Loves fishing from a kayak around Wellington and practicing to get a better golf swing.


Stuart kayak fishing in Taranaki
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