MacDonald Wealth is here to help our clients pursue true wealth. To us, True Wealth is personal, its your vision, your number, your goals and ambitions. We help our clients achieve and live their vision of true wealth by working through our discovery process and building a plan in plain language to help them get there. We provide the following services:-- Financial planning- Retirement planning- Superannuation/KiwiSaver advice - Insurance advice- Investment advice

• Provide personalised financial planning and advice to clients for KiwiSaver, Wealth Managment and Retirement Planning• Assist senior advisers in day to day management of Wealth clients• Preparation of compliance documentation • Divisional Manager of the KiwiSaver Division• Responsible for the production and development of quarterly reporting suite• Support the Senior Client Advisers with key clients which may involve items such as cash flow analysis, business case feasibility studies, SWOT analysis or succession planning in addition to wealth and risk management• Project manage Global CEFEX certification and the ongoing CEFEX reporting/audit requirements. • Member/Secretary of the Investment Committee

• Assist advisers in day to day management of Wealth clients• Preparation of compliance documentation • Assist the KiwiSaver division with class advice for prospective new clients and sales and marketing to employers regarding our Employer Choice KiwiSaver • Responsible for the production and development of client reports and presentations to provide clients with clear and concise portfolio information and progress against their goals • Support the Senior Advisers with key clients which may involve items such as cash flow analysis, business case feasibility studies, SWOT analysis or succession planning in addition to wealth and risk management• Complete research papers on fund inclusion into client portfolios and the relative analysis to ensure decisions made are support by academia and research. • Project manage CEFEX certification for Stewart Financial Group.

National role working with various national retail and regional retail business to grow the presence of their business to the Farmlands community, whilst growing the use of the Farmlands Card by shareholders.Key Responsibilities • Management of high value key national accounts including performance review and planning;• Assisting in the budgeting process;• Category management and development of category strategies;• Coach and liaise internally with branch managers and staff to build relationships to assist in business growth and referral opportunities;• Farmlands Shareholder conflict resolution;• Creation and development of advertising opportunities;• Management of Farmlands Card advertising space;• Effective communication with external and internal stakeholders.

. Assisted companies to build strategic/tactical advertising plans in the HB Today daily newspaper.• Sold advertising space/concepts to HB and Nationwide businesses through outside the square thinking to provide appropriate and effective advertising solutions• Created annual advertising plans for business and gained committed revenue in advance;• Account management of businesses at every level of spending from $5k to $100k;• Used time management skills to ensuring meeting of multiple daily, weekly and monthly deadlines;• Experience in creating advertisements for businesses targeting a rural readership and achieving sales success;• Consistently achieved less than 1% credit notes requests;• Has worked on a personal strategy to gain understanding of customers businesses to gain leverage when offering a solution, enhancing the opportunity to finalise a commitment;• Responsible for securing local business directly out of opposition also providing opportunity for national chain deal with NZME;• Re-secured a number of smaller disillusioned customer’s advertising spend and ongoing account activity growth.

• One-man operation, responsible for all facets of the business;• Completed full business plan, budgets and accounting;• Created promotions to drive traffic on to the car yard;• Responsible for all administration paperwork;• Liaised with national finance companies, insurance companies and government departments for business activities;• Day to day sales, from beginning of a sale to closing and delivering the vehicle.

• Management of two to three commission only salesmen and administration staff;• Assisted in creating new policy documents, and company policies;• Responsible for trials of new company policies and sales processes;• Lead the Hastings branch to Branch of the year 2005, judged on profitability, customer service, leadership, attitude and achievement;• Managed staff, target setting and controlled all finance applications;• Assisted national sales manager with calibration of sales staff in Takanini branch (2006);• Responsible for opening, hiring of staff, set-up and successful operation of the Hastings Branch (2005);• Assisted national sales manager with opening and set-up of the Glen Eden Branch (2006).