Michael Skinner

I am very pleased to introduce myself as a Trusted Adviser from Solutions.

I currently hold RFA status (Registered Financial Adviser) with the FMA.

Enough jargon because life is complicated enough. What is important is that I was previously qualified as a comprehensive financial planner. This is all about the big picture stuff and is vital to cover off when we discuss issues of risk management.  

Working with Solutions allows me to continue developing specialist risk management skills and adding value for business owners and private clients.

I made a decision to switch career paths 22 years ago to financial services and I am happy to advise you the ‘education journey’ and job satisfaction remains a passion.

We know that financial literacy in this country, is generally poor. Protecting, creating, preserving clients’ wealth is all about making smart decisions about money

This may need clarifying due to the far reaching aspects of money.  I can and will have in depth discussions with my customers around Personal and Business Insurance, Estate Planning, Retirement Planning, Charitable Giving, Asset Management and any other aspect of ensuring your business and your personal financial position is fully understood by you.  When required, I can include other experts such as lawyers and accountants to ensure your professionals are working as a team to ensure you are making smart choices about money.

Conversations with clients, who are serious about planning their financial matters, can be diverse and comprehensive. Because we specialise, our working relationship with clients can be that of lead-adviser. Risk management is a complex beast, it can be vast and far reaching also requires involvement of other professional advisers. At the end of the day, it is about your financial wellbeing.

Registered Financial Adviser
Fax:
N/A
Phone:
Hamilton Office 07-8382148 (PA) or 021-970960 (Michael)
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Contact me

Contact me