Lori Haggarty

Background

About Lori Haggarty

Based in Auckland and originally from Scotland, I bring over a decade of experience across the financial services industry in both Australia and New Zealand. My career began in client relationship management, progressing to a senior KiwiSaver specialist role where I developed a strong understanding of investments and retirement planning. Driven by a desire to deepen my knowledge of financial risk and regulatory frameworks, I transitioned into a financial crime specialist position, gaining valuable insight into AML compliance and risk. Today, as a qualified financial adviser with a focus on Kiwisaver and Investments, I combine this diverse experience to provide informed, compliant, and client-focused advice. Passionate about helping clients build financial confidence and long-term security, I’m committed to maintaining the highest professional standards in a constantly evolving financial landscape.