Having been in the Financial Industry for 28 years, Dillon is well equipped to offer sound financial advice regarding local and global investments. Since starting Optimal Financial Planning in 2003 he has developed the business into a successful and professional practice.
Glen has been in the Financial industry for nearly 12 years. He offers the highest levels of client servicing and has built strong relationships with all his clients. Glen has a good knowledge of the industry and his strategic ability and insight of our client’s needs takes priority.
Sharon has 37 years’ experience in the short term industry. She has excellent people skills and attends to all our clients’ needs in a professional, timeous and friendly manner.
As well as being Dillon’s wife, Louise performs the accounting and administration duties of the practice. She is a cornerstone and valuable asset to the business.
Kim has excellent administration and people skills ensuring that the practice maintains a happy client base. Kim is responsible for creating and implementing strategies for the company focussing on existing and new social networks that the company will pursue.
Lynn has 31 years’ experience in the financial/ insurance industry. She has been with the practice since 2009 where she assisted a previous advisor. She is always friendly and efficient and goes out of her way to assist clients.
Our practice is well rounded with each member of staff being well-versed in all aspects of the business.
Our priority when dealing with clients’ investments is the protection of capital and the positive growth for present and future generations. When dealing with a new client we would deconstruct their existing portfolio to get to the underlying asset allocation, compare the holdings to our investment strategy and advise on any shortfall in the client’s current portfolio. We monitor and align our current portfolio to match trends and current views of local and global economies to construct a portfolio that should generate above average future returns.
We pride ourselves on the efficient administration processes in our practice and the investment houses that we make use of. It gives our clients peace of mind and assurance that any queries or transactions will be dealt with in a timeous manner by our friendly staff.