Advice First Limited - Hamilton

Level 1, 554 Victoria Street, PO Box 19181, Hamilton 3244, New Zealand
AdviceFirst is a successful firm of experienced Financial Advisers who help thousands of New Zealanders stay on track with quality advice through life. We’re the country’s largest financial advice business of our type, with ten offices nationwide. We help individuals, families and businesses with all types of insurance, KiwiSaver, investment plans, home loans and more. We’ve structured our business for clients to get everything they want from one experienced Financial Adviser, supported by specialists as needed. The Financial Markets Authority regulates our Financial Advisers. We have an experienced CEO and management team and are governed by a Board of Directors. Our cornerstone shareholder is AMP*, which has been operating in New Zealand for over 150 years. We are remunerated with a mix of salary and commissions. Our product recommendations are driven solely by our clients’ needs, not by how we are remunerated.

Company Staff

Brent Hunt
National Manager Wealth Management, Authorised Financial Adviser
Wealth management specialist for individuals and business owners. Qualified Chartered Accountant, with top-level qualifications. Founding partner of Advicefirst as part of The McKibbins Group. 14 years’ experience helping clients to get financially on track. Prior to this he had 17 years’ experience in the business and accounting industry. Member of the NZ Institute of Chartered Accountants for 25 years. Member of the Institute of Financial Advisers, and New Zealand Society of Accountants. Brent is married with two children, and enjoys mountain biking, road cycling, great wine and helping his children with their sport. Brent is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Charlene Steyn
Client Adviser
Specializes in risk protection for individuals, families and businesses. 9 years’ experience in the banking & risk protection industry in New Zealand and South Africa. Experienced company owner and operator. Experience mortgage lender. Married with 3 children, she loves the outdoors and is a big sports enthusiast. Charlene is a Registered Financial Adviser, regulated by the Financial Markets Authority.
David Smith
Authorised Financial Adviser
Over 25 years’ industry experience helping families, farmers and businesses get financially protected. He’s a specialist in risk management and succession planning - assisting farmers to transfer their assets to the next generation. At home on the land, he’s an experienced farmer – with 30 years in farming and horticulture before forming his own insurance business. David is married with five adult children, and enjoys family, diving and fishing. David is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Jane Seed
National Senior Technical Manager, General Insurance
Specialist in commercial insurance for business owners. Over 25 years’ experience helping her clients to get tailored insurance cover to protect their assets. Founded a successful financial advice business. Jane loves getting into the garden, reading and indulging her grandchildren. Jane is a Registered Financial Adviser, regulated by the Financial Markets Authority.
Maria Heslop
Authorised Financial Adviser
Maria is a wealth management specialist for individuals and trusts. Provides investment planning services, and a retirement planning service to those planning for, or well into retirement. Enjoys going to a show with friends, reading, travel and family. Maria is an Authorised Financial Adviser regulated by the Financial Markets Authority.
Mike Frogley
Authorised Financial Adviser
28 years’ industry experience helping clients. An expert in investment and insurance planning. Specialises in personal insurance. Enjoys helping clients to understand the benefits of insurance, and, based on personal experience, how it can create money when it’s needed most. Founding member of Goldridge Wealth Management (now merged with AdviceFirst). Member of the Institute of Financial Advisers. Mike is married with six children, and enjoys music, and playing tennis at Whangamata beach where he belongs to the local tennis and boat club. Mike is an Authorised Financial Adviser, regulated by the Financial Markets Authority.