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Cathy Drew is listed as Financial Adviser at SHARE_, a company with 376 employees, based in Tauranga, Bay Of Plenty, New Zealand. AeroLeads shows a matched LinkedIn profile for Cathy Drew.
Cathy Drew previously worked as Registered Financial Adviser & Practice Manager at Share Nz and Admin Manager at Share_. Cathy Drew studied at Roosevelt Hight School.
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I am focused on building, managing, and protecting my client’s preciously accumulated wealth. My aim is to build lifelong partnerships where I truly understand my client’s needs and goals so that I can always be proactive and provide an exceptionally high standard of care. My enjoyment comes from knowing I have helped my clients reach their financial goals so that they can do the things they have always dreamt of doing, without having to worry about finances.My working career began in banking in South Africa, before moving on to the Pension Fund Industry. This gave me a strong grounding for what I do now. In 2010 our family immigrated to New Zealand and this is where I became really interested in the financial planning side of things. I am now qualified to provide full, personalised financial plans and investment advice. I belong to an expert financial planning firm, with offices in Tauranga and Auckland. We use the art of financial planning to help clients visualise their dreams and then the science of portfolio construction to help clients plan and live these dreams. We have a wide range of investments available, utilizing top ranked Fund Managers. Our services include:• Retirement Planning• Wealth Management and Portfolio Constructing• UK and Australian Super Transfers• Investing for Charities and Trusts • Investing for Migrants • Financial Plans for Insurance Claim Payouts• KiwiSaver Advice and RecommendationsMy financial planning services integrate the following elements seamlessly and clearly:• Independent Diversified Portfolios• Goal Setting• Risk/ Reward examination• Integrating Independent Research• Full Retirement and Investment Planning advice• Income from Funds analysis and recommendations• Portfolio recommendations and monitoring.Personal Risk InsurancesWhen not working, I love being outdoors – walking, biking, hiking, camping - basically exploring our beautiful New Zealand. An Important Information Statement is available on the SHARE website at www.sharenz.com and in writing, free of charge, upon request.
Listed skills include Microsoft Excel, Microsoft Office, Customer Service, Powerpoint, and 13 others.
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A career timeline built from the work history available for this profile.
Tauranga, Auckland, Hamilton
Tauranga - New Zealand
I work for Financial Advisers that provides investment and life insurance advice. I help to collate all the relevant information so that accurate advice can be provided, then follow through on implementing the decisions made by our clients. I also deal with the daily queries of our clients, insurance and investment companies.
Johannesburg Area, South Africa
I managed a team of administrators that administered Pension Funds. Our biggest Fund had approximately 5,000 members. Here we did the reconciling and investing of contributions, payment of risk premiums and payment of claims. I also attended monthly Board of Trustee Meetings and prepared the Trustee Packs for these Meetings.
Johannesburg Area, South Africa
Administered several Pension and Provident Funds. Job consisted of Reconciling and investing monthly contributions, paying risk premiums, paying claims and attending board meetings.
Other employees you can reach at sharenz.com. View company contacts for 376 employees →
Prashant Pawar
Colleague at Share_Beed, Maharashtra, India, India
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Jim Dowsett (Financial Adviser)
Colleague at Share_Bay Of Plenty, New Zealand, New Zealand
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Manish Ojha
Colleague at Share_Jodhpur, Rajasthan, India, India
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Gareth Arlidge
Colleague at Share_Auckland, Auckland, New Zealand, New Zealand
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Alhassan Abdul Rahman
Colleague at Share_Ghana, Ghana
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Kumar Deven
Colleague at Share_Mumbai, Maharashtra, India, India
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Keren-Lee Vale Afa
Colleague at Share_Northland, New Zealand, New Zealand
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Elize Pretorius
Colleague at Share_Auckland, Auckland, New Zealand, New Zealand
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Dave Telfer
Colleague at Share_Wanaka, Otago, New Zealand, New Zealand
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Mayank Yadav
Colleague at Share_Bhopal, Madhya Pradesh, India, India
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Quick answers generated from the profile data available on this page.
Cathy Drew works for SHARE_.
Cathy Drew is listed as Financial Adviser at SHARE_.
Cathy Drew is based in Tauranga, Bay Of Plenty, New Zealand while working with SHARE_.
Cathy Drew has worked for Share_, Share Nz, Nmg Consulting, and Momentum.
Cathy Drew's colleagues at SHARE_ include Prashant Pawar, Jim Dowsett (Financial Adviser), Manish Ojha, Gareth Arlidge, and Alhassan Abdul Rahman.
You can use AeroLeads to view verified contact signals for Cathy Drew at SHARE_, including work email, phone, and LinkedIn data when available.
Cathy Drew studied at Roosevelt Hight School.
Cathy Drew is listed with skills including Microsoft Excel, Microsoft Office, Customer Service, Powerpoint, Microsoft Word, Change Management, Insurance, and Financial Services.
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