Will Roberts Email & Phone Number

I was born and raised on a Wellsford sheep and beef farm, a life however of animal husbandry and gumboots wasn’t for me. With life living up to the idea it’s a journey, I studied accountancy which lead to global experience in investment and retail banks, mortgage broking, real estate and predominately as a financial adviser, I’ve met amazing inspiring people and had many informative educational conversations. I’ve certainly seen from all sides that life doesn’t always go to plan, and in many respects this created my desire to help people with financial decisions. I’ve always felt you can’t always stop people making bad decisions, but you can at least help them make informed decisions!Newton Ross is an independent Financial advisory business with a focus of forecasting and planning for clients. It is also part of the Alvarium NZ group of companies that includes NZ’s most ethical KiwiSaver provider Pathfinder (Mindful Money Awards 2021/2022) and a growing social housing development business (amongst others). If you would like to talk with someone about your aspirations and financial goals, I’d love to welcome you to our stunning waterfront offices for a conversation.

Listed skills include Investments, Private Banking, Financial Markets, Finance, and 19 others.