If you like the idea of an investment expert working in partnership with you to help ensure your financial security then the answer is probably a resounding yes!

People like me – with a close eye on financial markets who thrive on figuring out the best way forward – are passionate about managing investments for the benefit of clients.

For most people, looking after, whether growing or keeping, their money with a view to long-term security is a fraught process.

Without expertise in the financial field, it can be hard to know what investment vehicles are right for you from the myriad on offer – how do we know what is a solid investment idea versus what is somebody else’s marketing concept?

Watching your hard-earned capital grow and shrink as the market expands and contracts can be a nerve-wracking experience. Volatility and uncertainty can be anxiety-inducing if you don’t fully understand market cycles and when to act versus when to ride the peaks and troughs.

Often, you are emotionally attached to your money and find it hard to make dispassionate decisions based on calculated risk.

Maybe you have a set of unique circumstances due to your family structure or dynamics, or you want to prioritise leaving a legacy of some kind.

Maybe you are reluctant to spend after so many years focused on accumulation.

That’s where wealth advisors come in. Planning is the key, to helping you relax about your finances.

Take my story, for example. I joined the finance industry just before the GFC. It was a great time to learn what works and what doesn’t, what to be wary of and what to avoid when it comes to investing.

Working in the corporate investment world, I gained a good understanding of regulations and the full range of investments.

I also learned the value of customer service – of building personal relationships, sharing knowledge, listening, and empowering clients to make the best decisions they can.

That’s why my business partner Hugh Going and I set up Collinson Wealth Partners. My partner, daughter and I have chosen Central Otago as our home for the lifestyle and due to my family’s historic ties to the area. We love it here and love the connections we are making.

But what I’m really passionate about is partnering with people like you to build financial security and peace of mind.

So, if your investments are keeping you up at night (or, worse, you don’t have an investment strategy!) then I encourage you to make an appointment with a wealth advisor. While it doesn’t need to be Collinson Wealth, my door is always open.