Independent planners we work with

Paul's career spans more than two decades in New Zealand finance — beginning as a French teacher before spending 20 years working with clients on their long-term financial planning. His approach is straightforward and client-first: helping people understand their options clearly and make decisions with confidence. He splits his time between Auckland and Waiheke Island.

Stuart brings 20 years of New Zealand financial industry experience — from major bank roles to independent practice through SH Finance Ltd. He's known for making finance simple: cutting through complexity, explaining options clearly, and giving clients the full picture so they can make well-informed decisions. Stuart lives in Tauranga with his family and is a strong supporter of local schools and community sport.

Daniel leads Goodlife Financial Advice, a business he took over from his family in 2010 and has continued to grow since. He and his team are focused on helping New Zealanders build the financial foundation for the life they want — and consider it a privilege to serve the clients they work with. Daniel's approach is built around giving people a clear plan and the confidence to act on it.

Before joining The Investor Bird, Rebecca built, grew, and sold a financial advice company in Auckland — working with hundreds of clients on their path to financial independence. She brings that same focus to her current practice: helping people get a clear picture of where they stand and what comes next. She works with clients nationwide from offices in Tauranga and Auckland.