Who we are
Established in 1987, Spicers is one of New Zealand's most respected financial planning and investment companies. We offer the straight forward retirement planning and financial advice NZ investors need to achieve financial freedom. Currently we have more than $1.3 billion of funds under advice, indicating the high regard in which we are held.
Central to our success is our team of advisers backed by an extensive group of market, product and research professionals. They work together to ensure every client receives appropriate recommendations, backed by the latest market research and analysis.
Underpinning every aspect of our work is a central ambition: to help you achieve your vision of financial freedom. No two clients have exactly the same needs, so the service we provide is strictly bespoke.
Many of our clients partner with us for a lifetime, because they understand the ongoing value of astute retirement planning, informed advice and regular portfolio reviews. And even when the goal of financial freedom has been well and truly reached, there’s always succession planning to consider. Our relationship with your family can continue seamlessly from one generation to the next.
Our executive team
Mark has spent the last twenty years in the financial services industry, undertaking senior roles across most business disciplines including financial advice, marketing, customer services and strategy. Mark is also the Chief Executive Officer of a complementary financial advice business called AdviceFirst that has AMP as its majority shareholder. Mark has a First Class Honours Degree in Business Studies from Massey University.
“I passionately believe that getting great financial advice allows our clients to lead more successful lives and realise their dream of financial freedom. The Spicers team can play a critical role in helping to agree a plan and then putting in place check points to keep things on track.”
Chief Operating Officer
During her 15 + years’ experience in the finance and insurance industry, Georgie’s key focus has been developing strong support infrastructures to allow businesses to grow. She has a background in CRM implementations and process improvements including Six Sigma implementation.
As the Chief Operating Officer for both Spicers, and our complementary financial advice business AdviceFirst, Georgie provides stable and fit for purpose operational support across IT, facilities, compliance, reporting and customer services. Her responsibilities include implementing short-term initiatives, as well as managing the development, implementation and tracking of longer-term strategic goals.
Regional Sales Manager Northern
Geoff is the Northern Regional Sales Manager for both Spicers and AdviceFirst.
Geoff is also an Authorised Financial Adviser who has spent the last 30 year’s working in the financial services industry. He helps individual and business clients with investment, insurance and succession planning needs.
Geoff is a member of the Institute of Financial Advisers and Estate Planning Council of New Zealand and was the Ex-president of the AXA Advisers’ Association.
Regional Sales Manager Central North Island
As well as being the Regional Sales Manager for our Central North Island offices Brent is a Financial Adviser with our complementary financial advice business AdviceFirst, of which he was a founding partner.
Brent is an Authorised Financial Adviser specialising in wealth management for individuals and business owners. He has over 30 years’ experience in the financial industry and for the past 14 years’ he has been helping clients to gain their financial freedom through his knowledge of wealth management.
As a qualified Chartered Accountant with top-level qualifications Brent has been a member of the NZ Institute of Chartered Accountants for 25 years and is currently a member of both the Institute of Financial Advisers and New Zealand Society of Accountants.
Regional Manager, Canterbury
As well as holding an Adviser role with Spicers, Neil is the Regional Manager for the Canterbury area for both Spicers and AdviceFirst.
Neil has over 20 years’ experience in the financial industry, 10 of which were spend in London working in trading roles before moving to New Zealand, and he holds an Honours Degree in Economics from Manchester University and is a certified member of the Institute of Finance Professionals in New Zealand.
Marketing and Communications Manager
With an extensive marketing career from the private and public sectors, in both product and service based marketing, Shelley joined the financial services industry in 2015. Shelley creates and delivers strategic and operational marketing and communications campaigns and initiatives for Spicers and AdviceFirst.
Shelley holds a Bachelor of Commerce and Administration Degree in Marketing and Management and was awarded the Certificate in Marketing Management with merit from the Marketing Association.
“I’m passionate about the concept of financial freedom and believe that the Spicers team can help New Zealander’s achieve their dreams and goals. I want our clients to make good decisions because they are empowered with reliable information provided by their adviser in a way they can understand and apply. Financial freedom is about choosing your short and long term goals, then utilising whatever resources you have to make them real.”
Spicers Board Chairman
As well as the being the Chairman of the Spicers Board Peter is also an Authorised Financial Adviser and Director with our complementary financial advice business AdviceFirst, of which he was a founding partner. Prior to this Peter successfully founded Wellington financial advice firm Cameron Chote.
Peter has over 25 years’ experience in the financial industry and is an expert in all areas of financial planning and investment for individuals, families and business owners.
The capability of our investment advisers is everything to us, because our business is centred on providing the best-possible financial advice. This means becoming a Spicers adviser isn’t easy. Not only are specific qualifications required, but they must be accompanied by a proven and successful track record. And at no point are our advisers allowed to rest on their laurels. They must continually keep their skills sharp with regular education and training.
Our advisers live throughout New Zealand, so you can usually find somebody in your community. Once you’ve identified the adviser you would like to work with, you can expect him or her to take the time to listen and fully understand your needs and goals before putting forward any recommendations.
All Spicers advisers have attained Authorised Financial Adviser registration and are required to abide by the Code of Conduct described in the Financial Adviser Act 2008. Our authorised financial advisers are supported by a nationwide network of client service managers and para planners, so there is always somebody available to help you.
Spicers Portfolio Management has been granted Qualifying Financial Entity (QFE) status by the Financial Markets Authority (formerly the Securities Commission). QFE status is part of the Financial Advisers Act 2008 (FAA), which came into force on 1 July 2011.
This means Spicers takes full responsibility for financial advice provided by all of our employees and contractors.
The FAA sets new professional standards for financial advisers and gives the Financial Markets Authority power to regulate people and entities who give financial advice.
As well as operating under Spicers QFE umbrella, all Spicers’ advisers are Authorised Financial Advisers.
The AMP group of companies has been a leading provider of financial and wealth-generation solutions in New Zealand for more than 160 years.
Over that time AMP has faced depressions, recessions, natural disasters and a global financial crisis. Careful management has allowed the group to weather every storm. The current AA credit rating by Standard & Poors indicates ongoing strength and resilience.
As the largest non-bank wealth manager in Australia and New Zealand, AMP is a widely known and respected brand that continues to evolve. The group leads the market in workplace superannuation and retail managed funds in New Zealand, and in superannuation, personal insurance, retirement incomes, retail managed funds and financial advice in Australia.
Ongoing investment in research, advice systems, processes and technology ensures that robust financial advice continues to be the heart of the business.