Financial Advice From An Industry Leader You Can Trust
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About Nigel And His Approach To Your Success
Nigel Tate has been a recognised financial planning leader in New Zealand for the past 28 years
The significant and wide ranging experience he has gained over this period of time put him in the unique position to be able to ofer you as his clients trusted and highly skilled advice that comes only with experience, competence and skill over a long period of time.
His approach to comprehensive financial planning is very persoanlised and custom. Taking great care and diligence in getting to know you as a client and most importantly your goals and objectives. This is the starting point to creating a financial plan and strategy that enable you and your family to move into the future with confidence and security.
Nigels experience in the industry is both rare and impressive and is matched by his professional qualifications. Through the NZ Institute of Financial Advisers, the highest financial planning qualification available in NZ, he was the 10th NZ practitioner to gain dual certifications, as both a Certified Financial Planner (CFPcm) and a Certified Life Underwriter (CLUcm)
As part of his commitment to the profession Nigel has been an IFA board member for eight years and Institute President representing NZ internationally for the last four years of his term. He has taught financial planning at both Graduate and Post Graduate Levels at the University of Waikato and Massey University.
“I care deeply about my clients and their families. My job is to be a trusted adviser, to provide support and clarity in goal/objective setting and craft highly efective and comprehensive financial plans and investment strategies, to ensure my clients success”
– Nigel Tate
What our clients say
“Nigel is personable and professional, and the financial plan he created for us exceeded our expectations. We would highly recommend Nigel to anyone looking for an experienced financial planning service with great results!”
Andrew & Jo McFadden – Hamilton
Nigel Tate Financial Planning Limited
PO Box 9449, Hamilton 2015
Telephone: 64 7 838 3300
Call Free: 0800 TO PLAN
0800 867 526
Enter your details to receive my Retirement Planner. It will tell you the exact age you can retire based on your financial goals and situation