Monique Morton

Financial Adviser (FA)

03 211 2347 (DDI)
0800 727 2265

Specialist Areas

  • Wealth Management & Accumulation
  • Portfolio Management
  • Investment Advisory
  • Retirement Planning
  • Immigration compliant portfolios
  • KiwiSaver

Qualifications & Memberships

  • National Certificate in Financial Services (Financial Advice) (Level 5)
  • Institute of Financial Professionals New Zealand (INFINZ)
  • Southland Chamber of Commerce


Monique has over 25 years’ experience in the financial services industry; including management positions within the Retail/Commercial Banking sectors which enables her to bring to the table a broad depth of knowledge and experience that is respected amongst clients and peers.

Monique is an investment specialist, assisting clients to create, protect and/or grow their wealth, in order to achieve their long-term financial goals. She has a varied client base with significant funds under management.

When not working with, Monique is spending time with family and friends out in her community.

A disclosure statement is available upon request and free of charge.