Our Team

Sam Cranfield

Sam has been involved in the financial, investment and stocks and bonds markets for over 23 years.  With insurances for a bit less - 21 years!

  • To support this involvement he is a member of the Institute of Financial Advisers, he is also finishing study for his Certificate in Financial Services.
  • He is passionate about his clients' well being and in his advice to create more wealth and financial independance for them.
  • He also has another passion too, for trout fishing, the analogy is that trout, like his clients, will rise to a carefully thought out presentation which is correct for them! 

As a director and financial adviser Sam is able to assist clients in the areas of:

  • Risk Management
  • Retirement Planning
  • Investment Planning
  • Kiwisaver
  • Australian Superannuation Transfers

Marcus Cranfield          

  • Marcus is a Certified Financial Planner CFPCM  and also holds a Certificate in Financial Services which is expected to be the minimum education standard required in the legislation change
  • Has a degree from Massey University, Bachelor of Business Studies and Diploma in Personal Financial Planning and is also a member of the Institute of Financial Advisers
  • He has a background of banking within both the Risk Management and Asset Management sectors and has five years experience working in both the United Kingdom and Europe. Marcus has been in the financial services industry since 1998.

As a director and financial adviser Marcus is able to assist clients in the areas of:

  • Risk Management
  • Retirement Planning
  • Investment Planning
  • Kiwisaver
  • UK Pension Transfers
  • Australian Superannuation Transfers

Both advisers are accredited to sell all of the products they recommend.

'A copy of the relevant investment adviser disclosure statement is available on request and free of charge.'