Disclosure Information

Marcus Cranfield

Authorised Financial Adviser

Marcus is an Authorised Financial Adviser FSP90561

Is a Certified Financial Planner CFPCM, and in addition, holds a Certificate in Financial Services

Bachelor of Business Studies. Diploma in Personal Financial Planning -Massey University,

Member of Financial Advice New Zealand

A banking background within both the Risk Management and Asset Management sectors, with five years’ experience working in the UK and Europe.

Marcus has been in the financial services industry since 1998.

As an Authorised Financial Adviser Marcus is able to assist clients with:

  • Risk Management
  • Retirement and Investment Planning
  • KiwiSaver
  • Australian Superannuation Transfers
  • UK Pension Transfers

Sam Cranfield


Sam has been involved in the financial, investment and stocks and bonds markets for over 30 years and with insurance for a little less – 25 years!

He is passionate about his clients’ wellbeing and in providing advice to create more wealth and financial independence

Sam’s other passion for trout fishing gives rise to the analogy that trout, like his clients, will rise to a carefully thought-out presentation which is correct for them!


    A copy of the relevant adviser disclosure statements is available on request and free of charge.

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