
BCA,
GradDipBusStuds, CFPCM
With
sound financial advice Lance hopes to help his client's reach their
financial and lifestyle goals in a style that is both enjoyable for the
client, and himself.
Prior
to joining New Zealand Financial Planning Co Ltd, Lance studied at Victoria
University achieving his BCA Degree and then went on to complete his
Graduate Diploma in Business (Personal Financial Planning) through Massey
University.
He
joined NZFP in 2005 after gaining valuable experience in one of the
world's largest international banking networks.
In
October 2007, at the age of 27, Lance became one of New Zealand's youngest
Certified Financial PlannerCM Practitioners instantly making him
a unique character in today's financial advisory landscape.
While
being able to relate to a wide range of people and providing an excellent
service for those thinking about, approaching, or already in retirement, he
is also very passionate about working with those at the beginning or middle
stages of their careers as well. Often quoted as saying a little bit of
planning can go an awful long way, Lance is very keen to talk to those who
are keen to help themselves, and to show the younger generation the
potential they have to create a future they aspire to.
Lance
loves spending time with his wife and children and when he can, he enjoys a
quick day's surfing as well. A regular tennis and squash player for the
Wainuiomata Clubs, Lance enjoys getting outdoors, and is an avid fan of the
Wellington rugby season.