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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Government and Bank Support during COVID-19
Whilst we suggest getting advice from your lawyer and/or accountant during the COVID-19 crisis here are a list of options you have: Employer Support/ Wage Subsidies The COVID-19 Wage Subsidy and Employer Support will be paid at a flat rate of:$585.80 for people...
Stay at home and flatten the curve
So as we get close to entering the second week of lock down most of us obeying the rules of staying at home and isolating within your bubbles. Not only will you save lives but will help us get out of level 4 quicker as opposed to it going on for months. It all started...
COVID 19 and Life Insurance
Life Insurance and COVID-19. If you have existing Life Insurance then yes you will have cover for Coronavirus or COVID-19 - if you die from COVID 19 then your policy will pay. Currently at the time of writing all insurers are still offering Life cover with no...