Advice First Limited - Palmerston North

86 Grey Street, PO Box 4655 Manawatu Mail Centre, Palmerston North 4442, 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

Lawrie Jensen
Authorised Financial Adviser
Lawrie provides a quality, tailored experience for his clients to help them achieve their financial goals and aspirations. He works with clients holistically to ensure all aspects of their personal and financial world is understood and provides clarity and confidence to allow his clients so then can afford the lifestyle they want! Lawrie is a Certified Financial Planner, working as a Financial Planner in New Zealand for the past fifteen years, and prior to that was a senior executive in the financial services industry both here and overseas. His other great passion is his family. With three teenage sons, Lawrie and his wife Jo are involved in their children’s many sporting interests and activities and they also enjoy travelling, tramping and music. Lawrie is an Authorised Financial Adviser, regulated by the Financial Markets Authority.
Peter Morrison-Story
Authorised Financial Adviser
Peter has over 30 years’ experience in the banking and financial services industry with 17 as a Financial adviser. Peter works with his clients to develop a specialist investment solution that suits their needs and helps to achieve their financial goals. Peter is a Certified Financial Planner and holds a Post Graduate Diploma in Personal Financial Planning. Peter has a keen interest in sport mainly football and enjoys travelling and exploring new places. Peter is an Authorised Financial Adviser, regulated by the Financial Markets Authority.