With almost 20 years experience helping Kiwis make sense of their money, James knows that good financial advice isn’t about jargon or big promises. It’s about clear, practical guidance that fits real life.

James works with clients all New Zealand, regularly travelling to meet them in person. He takes the time to understand what’s important, creating plans that fit where they’re at and where they want to be, whether that's building their wealth, protecting it, or planning for the years ahead.

He believes good advice is built on real relationships. The kind where you can pick up the phone at any time and know someone’s in your corner. It’s that trust and long-term focus that drive the results he’s known for.

A champion for quality financial advice, James is a member of Financial Advice New Zealand and chairs Ignite Group, a co-operative of advisers from around the country focused on lifting industry standards and promoting trustworthy, client-first advice.

When he’s not working, you’ll likely find him on the golf course, enjoying a good rugby game, or watching one of his racehorses (hopefully) race to victory.