The Times Are A Changing

Outside the lush greenery is wilting while colourful changing leaves make autumn a scenic delight. “The Only Thing That Is Constant Is Change ” - Heraclitus As advisers we see change every day in the life of our clients – and this often means that plans need to be reviewed and re-evaluated. We know that advice matters and so everything we do is advice orientated. Over the last few years there has been an increasing regulatory focus on the role of financial service providers – like banks, insurers and advisers. This is continuing into 2019 and soon there will be a new Code of Conduct for all – with the first code principle being that the clients’ interests are paramount. You will be comf

Featured Posts
Recent Posts
Search By Tags
Follow Us
  • Facebook Basic Square

© Alan Fleet 2020

Mobile Phone: 021 683 787



PO Box 4423 Kamo, Whangarei 0141

17 Charles Street, Kamo, 0112

  • Facebook Clean
  • LinkedIn Clean