Meet our Investment Team

Our knowledgeable investment team is only a phone call away – each team member has been chosen for their extensive experience, ‘can-do’ attitude and fantastic customer service.

Alongside this goes a deep respect for the hard work that goes into the accumulation of savings and the duty of care that’s required to give you peace of mind investment outcomes.

Investment Team

Sam Burgess

Chief Investment Officer

Darryn Screech

Key Account Manager

Jane Swainson

Senior Investment Administrator

Tracey Garrity

Investment Administrator

Chantell Van Wyk

Investment Administrator

Suzie Partridge

Investment Administrator

Rowena Morgan

Investment Administrator

Germaine Davidson

Investment Administration Support

Renee MacLeod

Receptionist / Investment Administration Support

Rajeshni Naidu (Maternity Leave)

Receptionist / Investment Administration Support

We can help

Our team will never take your trust for granted.

Please feel free to contact us via 0800 321 113 or complete our contact form and we will be in contact soon.

Get in touch

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                Which type of fund is right for me?

                Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

                Are you investing as an individual or trust?
                Other investor types should seek professional tax advice.


                Is your tax return completed by a tax adviser or accountant?

                Can you reasonably estimate your own annual income?

                What is your total income from all sources (including PIE income)?

                YOUR RESULTS

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                Do you distribute all annual income to beneficiaries?

                Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

                YOUR RESULTS

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                Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

                There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.