Sarah Priddle Email & Phone Number

I have worked in the Financial Services industry for over 17 years. I specialise in formulating tailored investment strategies to clients who are seeking diversified investment options in order to achieve their financial goals and objectives. I help people plan for their retirement, ensuring they will reach their income objectives throughout this time period. I also thoroughly enjoy working with my clients over the long term and seeing them succeed. I am fortunate to work with a diverse group of customers, family trusts, companies, charitable trusts, retirees or building your wealth. I am an Authorised Financial Adviser (2011) and accredited NZX Adviser (2019). I have completed a Bachelor of Commerce at Canterbury University (2001). I have also completed a Post Graduate Financial Planning Certificate through Kaplan (Australia); formerly known as Finsia (2007). Outside of work, I enjoy spending time with my family; running, skiing and travelling. I also enjoy a Crusaders rugby game or two!