James King
James King is an esteemed Financial Advisor with over 15 years of experience in New Zealand’s financial advice sector, specialising in risk management, savings and investments.
James has a practical yet punchy approach to financial advisory. He prides himself on his ability to deliver concise advice tailored to the specific objectives and needs of each of his clients whether that be small investments or bigger-picture financial planning.
Over his career, James has gained in-depth market expertise across New Zealand that provides his clients with a full solution service including strategic asset allocation, risk management analysis, retirement saving, and investment plans designed specifically to help meet clients lifestyle and financial goals.
His genuine desire to help bring success for his clients, personable nature, and innate ability to build authentic relationships sets James apart from your regular scope of financial advisory services.
When not working directly for his own network of clientele, James is a passionate advocate for making positive change and influence within New Zealand’s wider financial advisory industry. As a member of Financial Advice New Zealand and the Chair of a co-operative group of advisors throughout New Zealand, James strives to do his part in helping represent the interests of the New Zealand public as well as championing the importance of quality financial advice.
With an impressive portfolio of clientele across New Zealand, James travels regularly around the country to visit clients. When not working James takes time out to enjoy golf, rugby, and trying to stay fit.
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Wendy brings years of experience to On Track Financial Planning in the Far North. Wendy has been successfully running her own advice practice for 21 years, having previously been involved in banking and finance.
Wendy has a deep understanding of Investment Planning and Insurance. Her specialty is in workplace superannuation, where she has managed the relationship of a number of large Workplace Superannuation schemes, both at employer and investor level. The investors in those schemes have benefitted from her knowledge in preparing those investors for a life after retirement.
Wendy enjoys time with family, her pets, and her love of the beach and trying to land the big catch for dinner.
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Dannie is an astute financial adviser specialising in Investment Planning. Dannie has a deep analytical mind – he follows the markets and economic forecasting, and has a clear understanding of portfolio construction and asset allocation that has paid dividends for his clients of many years.
Dannie has been in the advice business for nearly 30 years in varied roles, including analysis, paraplanning and advice delivery.
Based in Dunedin, Dannie is a real family man who enjoys time at his get away in Central Otago.