David Yates
Director at Retirement Planning Ltd
Based in Auckland, New Zealand
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Seniority
Director
Department
General Business & Management
Location
Auckland
Industry
Financial Services
Company size
2
Contact information
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d•••••••@retirementplanning.nz
Phone
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Background
About David Yates
With over 30 years’ experience in IT and financial services in New Zealand and overseas, I am passionate about providing people with advanced tools and personalised support to make well-informed financial decisions. As Wikipedia’s founder Jimmy Wales once said: “Imagine a world in which every single person on the planet has free access to the sum of human knowledge.” True to this spirit, our company Retirement Planning Ltd has been developing and curating digital financial advice platforms to guide people towards key life goals – like The Retirement Platform (theretirementplatform.nz) and soon The Advice Platform. As a director of the company, I am responsible for creating the web infrastructure that underpins these platforms. Our goal is to put Kiwis in the driver’s seat of assessing and considering their needs and options. Plus, we are always readily available for personalised advice alongside our network of adviser partners. If you’d like to learn more about how we can help your journey, visit retirementplanning.nz.
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