PROTECT FINANCIAL SERVICES
PROTECTING WHAT MATTERS MOST
John Heritage
Senior Financial Adviser
As a lawyer in the UK for nearly 30 years I specialised in Wills, Trusts and estate planning.
I also qualified as a Certified Financial Planner and, for many years, advised clients on insurance, investments and retirement planning.
Arriving in NZ in 2002 I established my own financial advice business, and since then have been providing comprehensive insurance advice to individuals, families and business owners so that, when the unexpected happens, their assets, income and lifestyle are protected.
It’s important to me to discuss what’s important to you and as your situation and life changes
over time, so does your protection.
I am only ever a phone call away and look forward to working with you.