Richard McGrath, SA FIN

Director, Independent Financial Planner and Investment Adviser 

A well-trusted and experienced investment adviser with a wealth of knowledge within the banking industry, which spans just over 40 years. 

“history doesn’t repeat but it does echo and rhyme” 

Richard specialises in building investment strategies tailored to meet your personal needs and goals. 

Born and bred in the South Island of New Zealand Richard understands the value of ensuring the future and longevity of the assets he manages. 

When Richard isn’t following market performance or meeting with clients you will find him spending time with his wife Melanie and their daughters Brittany and Amelia.