Wealth & Co

Contact Us .

Local and rural: Our head office is based in Kumeu but we also have private meeting rooms in Newmarket.

Alternatively, we can arrange remote meetings.

e. info@wealthandco.nz

p. +64 9 412 5844

post. PO Box 604, Kumeu,
Auckland 0841, New Zealand

location. MAP

Simon Stredder
Simon Stredder
CFPCM
Director & Financial Adviser

With a career in financial markets spanning close to three decades, Simon’s comprehensive financial planning process focuses on investment strategy, portfolio construction and retirement adequacy planning.

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e. simon
Jennifer Doyle
Jennifer Doyle
Office Manager

Jennifer ensures our clients receive friendly service and quick answers to their day-to-day questions, while providing paraplanning and research support to our advisers.

More
e. jen
Simon Stredder
Simon Stredder
CFPCM
Director & Financial Adviser
FSP333166
GradDipBusStud
(Personal Financial Planning)

With a career in financial markets spanning close to three decades, Simon’s comprehensive financial planning process focuses on investment strategy, portfolio construction and retirement adequacy planning.

e. simon

Simon is dedicated to providing comprehensive financial advice to family offices, charitable foundations and trusts, higher-net-wealth and higher-earning individuals, and those seeking retirement planning.

Simon has been a financial adviser since December 2013 and is a Certified Financial PlannerCM (CFPCM) professional. Prior to leading Wealth & Co, Simon was a Financial Adviser with ASB Wealth Management, and was previously a fixed income and equities trader at ASB Securities. Before coming home to New Zealand in 2006, he worked at Deutsche Bank and JP Morgan in London – developing an intricate knowledge of global financial markets.

Simon is married to Jo and together they have three energetic boys. Outside of work, his love of sport and the outdoors connects Simon with people from all walks of life and has helped him develop great camaraderie, friendships and working relationships.

Jennifer Doyle
Jennifer Doyle
Office Manager

Jennifer ensures our clients receive friendly service and quick answers to their day-to-day questions, while providing paraplanning and research support to our advisers.

e. jen

Jennifer is our frontline client contact and ensures our clients receive friendly service and quick answers to their day-to-day questions. She also provides paraplanning and research support to our advisers, and is responsible for the daily running of the office. This frees our financial planners to focus on working closely with clients and meeting their investment needs.

Jennifer has worked in the financial services industry since 1998. Her positive outlook, helpful approach and extensive experience make Jennifer invaluable to our team.

Before joining Wealth & Co in 2006, Jennifer worked with national and multinational financial services firms, gathering valuable knowledge, which she puts to work every day in taking care of our advisers, clients and professional contacts.

How we create your bespoke financial plan

1. Discover
Discover
We’ll talk about your goals and whether we can help you achieve them. We’ll ask you about your objectives, values and financial situation so we can determine timeframes and commitments.
2. Develop
Develop
We present a detailed plan to help you achieve your goals, and talk it through with you to ensure you can use it to make the most informed decisions. We listen to your concerns and revise our recommendations as needed.
3. Implement
Implement
Together we’ll formulate a plan to carry out these recommendations, and either make the arrangements or coordinate these with you and your other professional advisers.
4. Check in
Check in
In our initial progress meeting (within three to six months), we’ll talk you through how to understand the six monthly reports we send you.
5. Regular progress
Regular progress
We’ll monitor your ongoing progress and review and adjust your plan as your life changes.