Financial Planning Articles

Here you will find articles for New Zealanders looking to obtain Financial Freedom.

Learn some of the key basics of Financial Planning to get you started on your journey.

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Peter Flannery - WISEplanning - Authorised Financial Adviser and Certified Financial Planner - New Zealand

Peter Flannery

“Helping everyday Kiwis who expect more … to live their lives the way they want”

 

Peter was raised on the family farm in Kamahi, near Edendale in Southland. He is an investor, business owner and a first generation financial adviser, having entered financial services in 1983 in Southland.

 

Peter now lives in Christchurch with his family. His hobbies include family time, spending time with friends, exercise, reading a good novel and time on the deck at the bach.

 

Peter founded WISEplanning in 1987. His 500 clients live across New Zealand and a few overseas. The ongoing expansion of WISEplanning now includes offices in Invercargill, Christchurch (HQ) and Auckland.

 

Peter is known among his clients for challenging common practice and conventional methodology.

 

He argues “People tend to follow the crowd, which is interesting, because most people are both time poor and money poor, so why follow them?”

 

He is known to many around New Zealand as one of few to warn in 2004 of the coming global financial crisis (The GFC) that suddenly erupted in 2008. His views were considered controversial at the time. Peter credits Warren Buffett and his partner Charlie Munger for his most useful learning’s about investing.

 

Peter believes education continues throughout life. Some highlights from his recent continuing education include:

 

• The formal Financial Adviser training through Massey University in Palmerston North,

 

• The Entrepreneurial Coaching program through The Strategic Coach in Vancouver, Canada,

 

• The Business Owner/Manager Program through The Icehouse in New Zealand,

 

• The Peak Performance Program through Glazer Kennedy, Baltimore, USA

 

• The High Performance Program through The Elite Professionals Program in New Zealand

 

• The Experts Academy through Brendon Burchard, Sydney, Australia

 

• The Millionaire Mentor Program through Scott Harris, The Gold Coast, Australia.

 

As an investor, he is regularly researching markets and analysing potential investment opportunities and likes to point out to anyone who will listen that discipline around the investment method is key to success.

 

Peter has developed programs and tools that help everyday kiwis who expect more out of life to succeed sooner.

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Carol Fee

Carol Fee

Carol is our Operations & Compliance Manager and has 30 years of experience within the NZ Financial Services sector. She has worked in Wealth Management, International Trade & Finance, general banking and insurance admin roles.


Carol’s role with us sees her utilising her strong organisational skills & client focus to ensure WISEplanning runs efficiently & smoothly while ensuring industry compliance requirements are met.


Outside of work, this born and bred Cantabrian is a regular at the gym and yoga studio. She also enjoys spending time with family and friends – especially over a coffee.

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Sean Yang

Sean is the Portfolio Coordinator for Clients at WISEplanning and brings his enthusiasm, professionalism and well developed customer service skills to the role. Sean was born in Beijing, China and obtained his Bachelor Degree in Economics (majored in Statistics) in China and Graduated Diploma in Accounting and Finance at University of Canterbury.

 

Sean has worked in the finance sector specialising in Investment Advisory for more than 10 years. He is experienced in dealing with clients’ queries and providing support to Financial Advisers.

 

He is an organised person with a strong customer focus. Sean enjoys spending time with his two daughters, wife, family and friends. He has a passion for sports such as soccer, badminton and swimming and really enjoys dealing with people.

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Regan Hines

Regan Hines is the Operations Manager at WISEplanning, bringing extensive experience in marketing for organisations across New Zealand and Australia. Having managed teams and developed business relationships in roles at the Christchurch City Mission and Cholmondeley Children's Centre, Regan's expertise lies in partnerships and marketing within both the corporate and NGO sectors.


Regan's passion for helping organisations make a positive impact in the community aligns perfectly with WISEplanning's vision of ensuring enough money for everything and enough time for everything that matters. Currently pursuing an MBA at the University of Canterbury, Regan is dedicated to continuous learning and professional growth. Additionally, Regan serves on the board of Horizons Trust and enjoys volunteering for various charities.


Outside of work, Regan enjoys studying history and cherishing moments with friends and family.

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Kim MacKenzie

Kim has been with WISEplanning since mid 2016 and is our Client Services Specialist. She brings enthusiasm for customer service, professionalism, good time management and efficiencies to the role.

 

Kim and her husband have been based in Christchurch for over 20 years and originated from Central Otago where they both grew up. They have three teenagers so Kim know’s first hand how busy managing life, money, kids and family can be.

 

Kim enjoy’s spending time with family and friends, should do more exercise than she does and recently brought a bach where her family and friends are now creating time spent memories that she hopes will carry her kids through to adulthood.

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Sarah Talbot WISEPlanning Adviser

Sarah Talbot

Sarah is one of our trusted Financial Advisers here at WISEplanning.

 

Sarah joined us from a background in Property, specifically Residential Property Management, where she managed a busy property portfolio in Christchurch with multiple property investors. Sarah also currently holds a license as a Real Estate Salesperson. Sarah is an investor herself and purchased her first home at the age of 18. She has excellent communication skills and the drive to want to help and see others succeed.

 

Sarah has completed a New Zealand Certificate in Financial Services (level 5), completing the investment strand of the certificate. With strong ambition, Sarah is actively seeking to learn all she can about the teachings at Wiseplanning regarding financial wellness.

 

Sarah grew up on a sheep and beef farm in the Wairarapa, before moving to Christchurch to be closer to the great outdoors Canterbury has to offer. In her spare time, Sarah enjoys spending time with her young family, running, skiing, tramping, reading and gardening.

 

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Natasha Melley

Natasha Melley

Natasha brings her passion for building strong client relationships to WISEplanning as our Client Services Specialist.

 

Natasha moved from San Francisco to Christchurch in 2022. She has a Bachelor of Arts from Temple University and spent more than a decade working in pharmaceutical market research. Since returning to the workforce, after raising her children, Natasha has used her client-focused skills in real estate, home building and now financial services.

 

Natasha loves spending time exploring Christchurch and the greater New Zealand area with her husband, two children and new puppy. She is on a mission to complete one Great Walk per year! Biking, walking, reading, gardening, hitting the gym and organizing closets are among her favourite hobbies.

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Sharon Becker

Sharon Becker

Sharon is the Investment Administrator at WISEplanning. Her role is primarily to provide support to the Portfolio Coordinator and Operations Manager, with maintenance of compliance requirements and responding to client enquiries being her main focus each day.

 

Sharon’s background is in the banking industry with a strong customer service focus. She enjoys problem solving and helping support people to meet their financial goals.

 

Sharon has spent the last four years living in Christchurch with her husband and their three young children, after moving from Wellington. In her spare time, she enjoys baking, crafting and exploring Christchurch’s many parks and walks with her family.

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