Geoff Motion

Back to our people

Principal, Senior Relationship Manager, Distribution | BCOM, BSC, Authorised Financial Adviser

Biography


Geoff joined NZ Funds Management in 2006 to take a lead role with the development of existing adviser relationships throughout New Zealand.

 

Prior to joining NZ Funds Management, Geoff spent 6 years in the UK and Ireland working for the National Australia Group Europe Wealth Management business, having held previous roles with the Bank of New Zealand in Auckland.

Approach


Having spent a number of years, both in New Zealand and in Europe, working for large banking institutions, it is the intimate more personal approach of NZ Funds Management that first drew me to the company and I believe continues to set us apart from our competitors.

 

While NZ Funds Management has grown to be a business of substance in the New Zealand savings industry, we continually strive to maintain and foster many of those characteristics of a small, privately owned, New Zealand company – being quick to evolve and adapt to the ever changing environment, maintaining the personal approach, and critically ensuring that the advisors and the New Zealand families and individuals who are their and our clients, are central to all decision making.

 

The environment for investors over the last few years has been challenging and will continue to be so. Now more than ever, New Zealanders of all ages need expert and quality guidance to help understand and define their financial goals and then to implement strategies enabling these goals to be met. Helping individuals and families in this way, is the primary job of financial advisers and it is exciting in my role to be in a position to help guide financial advisers to build and implement these personalised strategies so that they are understandable, achievable and ultimately will enable clients to achieve their desired outcomes.

David Wilson