Cathy Drew - Financial Adviser

Cathy Drew - Financial Adviser Investment specialist providing robust financial plans for people serious about planning and growing their wealth for their retirement.

I am focused on building, managing, and protecting my client’s preciously accumulated wealth. My aim is to build lifelong partnerships where I truly understand my client’s needs and goals so that I can always be proactive and provide an exceptionally high standard of care. My enjoyment comes from knowing I have helped my clients reach their financial goals so that they can do the things they have

always dreamt of doing, without having to worry about finances. My working career began in banking in South Africa, before moving on to the Pension Fund Industry. This gave me a strong grounding for what I do now. In 2010 our family immigrated to New Zealand and this is where I became really interested in the financial planning side of things. I am now qualified to provide full, personalised financial plans and investment advice. I belong to an expert financial planning firm, with offices in Tauranga and Auckland. We use the art of financial planning to help clients visualise their dreams and then the science of portfolio construction to help clients plan and live these dreams. We have a wide range of investments available, utilizing top ranked Fund Managers. Our services include:
• Retirement Planning
• Wealth Management and Portfolio Constructing
• UK and Australian Super Transfers
• Investing for Charities and Trusts
• Investing for Migrants
• Financial Plans for Insurance Claim Payouts
• KiwiSaver Advice and Recommendations

My financial planning services integrate the following elements seamlessly and clearly:
• Independent Diversified Portfolios
• Goal Setting
• Risk/ Reward examination
• Integrating Independent Research
• Full Retirement and Investment Planning advice
• Income from Funds analysis and recommendations
• Portfolio recommendations and monitoring. When not working, I love being outdoors – walking, biking, hiking, camping - basically exploring our beautiful New Zealand. An Important Information Statement is available on the SHARE website at www.sharenz.com and in writing, free of charge, upon request.

Planning in advance for your retirement can make a massive difference. We’re here to help, so give us a call.
24/11/2021

Planning in advance for your retirement can make a massive difference. We’re here to help, so give us a call.

The latest Retirement Expenditure Guidelines once again confirm that the pension gap is widening - a timely reminder of the importance of planning for the future: http://ow.ly/QgLG50GRwVt

Want to chat about your investment plan? Or need help putting one together? Give us a call, we’d be happy to help.
31/08/2021

Want to chat about your investment plan? Or need help putting one together? Give us a call, we’d be happy to help.

Thinking of taking your first foray into investing? Here are five key ingredients to a sound investment plan: http://ow.ly/xVVm50G1g2v

11/05/2021

If you're a contributing KiwiSaver member, aged 18-65, you may be eligible for the annual KiwiSaver government contribution.

For every dollar you put into your KiwiSaver account, the Government adds 50 cents - up to a maximum of $521.43 a year. To receive the maximum amount, you need to put in at least $1,042.86 in the year to 30 June.

Like to learn more? Please don't hesitate to contact us.

Happy New Year! Now is a good time to look at your KiwiSaver and make sure it is really working for you. Do give me a ca...
21/01/2021

Happy New Year!
Now is a good time to look at your KiwiSaver and make sure it is really working for you. Do give me a call if you’d like any help with this.

What better time to take stock and plan ahead?

👉 Here are five good KiwiSaver resolutions for you: http://ow.ly/dsmz50DdS51

Give me a call if you are not sure....
17/06/2020

Give me a call if you are not sure....

In New Zealand we are hoping that this could well be our last weekend in lock down. Before we go racing back to our old ...
08/05/2020

In New Zealand we are hoping that this could well be our last weekend in lock down. Before we go racing back to our old ways and habits, take a bit of time this weekend to work out what you could do differently going forward. Could some of your saving habits continue, giving you extra money to spend on things that really matter? Why not put together a plan to save for a family holiday or a new car? Could you continue to prioritize time for yourself with those daily walks? How about keeping up the habit of cooking amazing meals from scratch? Or making one evening a week for family games/discussions?
We have all developed new routines and perhaps some skills over this period. Let us take them with us into the new future

As the lockdown eases, the disruption offers an opportunity to reshape our lives for the better.

24/04/2020

Did you know that if you are aged 18 to 64 and living in New Zealand, you are most likely eligible to receive the KiwiSaver Government contribution, irrespective of whether you are employed, own a business or do not receive any income at all. If you're eligible, the Government will contribute 50 cents for every dollar you contribute to your KiwiSaver account, up to a maximum of $521.43 each year. Contact me to find out more $$$

Happy to catch up over Skype, zoom or just the phone over the next few weeks and check that your investments, insurances...
25/03/2020

Happy to catch up over Skype, zoom or just the phone over the next few weeks and check that your investments, insurances and KiwiSavers are working as they should be.

With stock-taking in full swing, each turn of life events can be an ideal time to pause and reflect on the year you’ve had and set some goals for the next one. Are you ready to give your financial life a once-over? Here’s a checklist to get you started. Your savings Is saving more money … Cont...

Address

R251 State Highway 2
Tauranga
3110

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+64800246801

Website

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