Cathy Drew

Background

About Cathy Drew

I am focused on building, managing, and protecting my client’s preciously accumulated wealth. My aim is to build lifelong partnerships where I truly understand my client’s needs and goals so that I can always be proactive and provide an exceptionally high standard of care. My enjoyment comes from knowing I have helped my clients reach their financial goals so that they can do the things they have always dreamt of doing, without having to worry about finances.My working career began in banking in South Africa, before moving on to the Pension Fund Industry. This gave me a strong grounding for what I do now. In 2010 our family immigrated to New Zealand and this is where I became really interested in the financial planning side of things. I am now qualified to provide full, personalised financial plans and investment advice. I belong to an expert financial planning firm, with offices in Tauranga and Auckland. We use the art of financial planning to help clients visualise their dreams and then the science of portfolio construction to help clients plan and live these dreams. We have a wide range of investments available, utilizing top ranked Fund Managers. Our services include:• Retirement Planning• Wealth Management and Portfolio Constructing• Investing for Charities and Trusts • Investing for Migrants • Financial Plans for Insurance Claim Payouts• KiwiSaver Advice and RecommendationsMy financial planning services integrate the following elements seamlessly and clearly:• Independent Diversified Portfolios• Goal Setting• Risk/ Reward examination• Integrating Independent Research• Full Retirement and Investment Planning advice• Income from Funds analysis and recommendations• Portfolio recommendations and monitoring.Personal Risk InsurancesWhen not working, I love being outdoors – walking, hiking, camping and golf - basically exploring our beautiful New Zealand. An Important Information Statement is available on the SHARE website at and in writing, free of charge, upon request.