Biography
Jonathan joined NZ Funds in 2000 coming from commercial and sales roles in the IT industry. He has worked in a wide range of roles within the firm since joining.

Approach
Over the nearly ten years of my time at NZ Funds I have had the privilege of working closely with a large number of financial advisers and accountants. I have led several projects all related to helping these business partners more effectively run and grow their businesses. The aim of this effort has always centred on a desire to help increase the depth and quality of the advice discussions had with our clients.

Our observation has been that the extensive body of science around investment management has helped little to improve the investment outcomes of the most individual investors in New Zealand and around the world.  Investors are too often lost in financial verbiage and overwhelmed by emotions and outcomes they did not anticipate.

We are passionate about addressing this challenge for our clients. Our proposition is unique to each of them – centred around those things that matter the most to each of them; the lifestyle they aspire to be able to confidently enjoy. This requires us to reconcile most peoples’ craving for certainty regarding the lifestyles they can enjoy in retirement with the uncertainty inherent in investment markets.

It is an exciting time to be part of the investment industry as it goes through an important phase in its evolution. I am optimistic that evolution is already seeing our clients ever better informed, better served and better equipped to enjoy fruitful retirements.