All our planners are Certified Financial Planning Practitioners. Between us we have over 90 years of financial services experience. All practitioners have, or are in the process of gaining, Certified Financial Planning Practitioner status by way of a Diploma in Business Studies (endorsed Personal Financial Planning) from Massey University. CFP status requires practitioners to maintain best practice by completing annual education programmes.
Disclosure is an important element of professional financial planning. All our planners make their disclosure documents freely available.
Selwyn Paynter - Certified financial planning practitioner and Capital’s Managing Director
Katrina Hawker - Certified financial planning practitioner and Director
Andrew Verrall - Certified financial planning practitioner and Director
Sian Ruth - Certified financial planning practitioner
Mark Wooster - Consultant to CIP; member of Investment Performance Team
Rose Drummond - Office Manager and Personal Assistant to Selwyn Paynter
Anne Simpson - Personal Assistant to Katrina Hawker and Sian Ruth
Sarah Oberholster - Personal Assistant to Andrew Verrall
If you want truly impartial advice, contact us to find out how we can put your money to work to fund your important goals.
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