Meet our Adviser Representatives

Britannia’s representative advisers are all highly experienced, but also friendly and attentive people - because our reputation depends on them. They have been representing Britannia for a number of years, allowing Britannia to service clients right throughout New Zealand.

Financial Adviser

Financial Planning

It’s a lot more fun to think of investing for your retirement as investing in future experiences and adventures.

Malcolm Stewart

AUTHORISED FINANCIAL ADVISER
STEWART INSURANCE

Malcolm has been with Britannia for eighteen years, and currently works out of Christchurch with clients across the South Island. He has expertise across a wide spectrum of financial services, but predominantly assists clients with KiwiSaver, investments, estate planning and retirement planning. He sees planning for the future as an investment in yourself.

E: mstewart@stewartinsurance.co.nz   
M: 0274 354 973   
P: 03 354 4650

Authorised Financial Adviser

Financial Planning

A lot of small contributions to your savings can make a big difference when it comes to retirement.

Nathan Stewart

AUTHORISED FINANCIAL ADVISER
INSURANCE SOUTH

Nathan has been a part of the Britannia team for seventeen years, but in the industry for close to twenty. He calls Dunedin home, so takes pride in assisting clients from Timaru South with all manner of financial enquiries. Nathan’s key areas of expertise lie in KiwiSaver, insurance and retirement planning.

E: office@insurancesouth.co.nz   
M: 027 228 7782   
P: 03 477 5645

Pension Transfer Process

Financial Planning

Getting your mortgage paid off sooner will go a long way towards setting you up down the track.

Veronica Williams

AUTHORISED FINANCIAL ADVISER
FAIRWAY PENSION TRANSFERS LTD

Veronica has been with Britannia for ten years, spending most of her time working alongside Garry Williams, or as she likes to call him, Dad. She knows the pension transfer process better than anyone, so can quickly assist clients at every step of their journey. Being based in Whanganui means Veronica predominantly works with clients form the Central and Lower North Island.

E: veronica@thefairway.co.nz   
M: 0275 646 002   
P: 06 345 6184

Transfer Pension

Financial Planning

These days there are some fantastic tools available for those looking to get ahead with their retirement planning.

Garry Williams

AUTHORISED FINANCIAL ADVISER
FAIRWAY PENSION TRANSFERS LTD

Garry has been with Britannia since the very beginning, he initially specialised in insurance advice but over time his expertise has evolved to cover a huge range of areas within finance and retirement. Being based in Whanganui means he sees new clients from the Central and Lower North Island, but as Britannia is a partner for life, he has many existing relationships further afield.

E: garry@thefairway.co.nz     
M: 0274 428 004   
P: 06 345 6184

Retirement Investment

Financial Planning

Spend what you can afford at the beginning, then once the basics are sorted, you have a base to grow from.

Kevin Aanensen

AUTHORISED FINANCIAL ADVISER
FAIRWAY PENSION TRANSFERS LTD

Kevin has worked alongside Garry Williams since 2008, and has recently become heavily involved in all facets of UK pension transfers. A background in engineering, work experience around the globe, and a passion for numbers, has given Kevin a unique toolset that he employs when tending to the individual needs of his clients.

E: kevin@thefairway.co.nz   
M: 021 131 4130   
P: 06 345 6184

Pension Transfers

Financial Planning

It’s not so much about one golden piece of advice, but more how to bring all the little nuggets together.

Peter Cassidy

AUTHORISED FINANCIAL ADVISER
FAIRWAY PENSION TRANSFERS LTD

Peter has worked closely with Garry Williams for eight years, and in that time he has familiarised himself with the ever-changing transfer landscape. As an expert in risk management, he looks at ways to ensure his clients have guaranteed income through a lengthy retirement. Alongside this, Peter spends time assisting clients with mortgages, KiwiSaver and estate planning.

E: peter@thefairway.co.nz   
M: 0275 345 203   
P: 06 345 6184

OUR COMPANY

Senior Team

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Britannia Authorised Financial Advisers

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Britannia Financial Planning Team

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Specialist Partners

Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. The Product Disclosure Statement for the Britannia Retirement Scheme is available from Britannia Financial Services Limited.

Need help in securing your financial future?
Call us 0800 28 28 33