About us
Financial Adviser - Warren Borlase
FSP65521
Required to comply with the Code of Professional Conduct for Financial Advisers, Licensed by Financial Markets Authority.
As a self-employed financial adviser since 1986, always striving to improve the quality of service provided to clients while keeping ahead of public demand for improving standards of practice.
Pursue an active programme of continuing education. In 2000 I completed the Massey University Introduction to Financial Planning course and in 2006, awarded a Diploma in Business Studies with a Major in Financial Planning from Massey University.
What we’re about
You know the statistics, but you think (or hope) it won’t happen to you, only you can’t be sure. Health and even life itself can be like a ticking time bomb – it can blow up at any time – with or no warning."
Investing wisely and putting in place the right insurances can help protect you from the full impact of such a shock. This is where we come in.
I am a highly specialised insurance and investment advisor working with successful people, their businesses and their families. I will provide a helping hand – advising you and making the process as clear and objective as possible. That way you’re in the best position to make smart decisions – the ones that will make your money grow and protect what is important to you.