Nathan Cohen MNZM

Authorised Financial Adviser

0800 727 2265
Nathan.cohen@sbsbank.co.nz

Specialist Areas

  • Wealth Management & Accumulation
  • Investment Advisory
  • Retirement Planning
  • Portfolio management
  • KiwiSaver

Industry Experience

  • Investment Advice
  • Business and Commercial Banking
  • KiwiSaver
  • Wealth Management process development
  • Digital financial services

Qualifications & Memberships

  • Bachelor of Managements Studies – Majors Economics and Accounting
  • New Zealand Certificate in Financial Services – Investment Advice
  • Authorised Financial Adviser

About

Nathan is a Wealth Management specialist, who puts his clients objectives and goals at the centre of the decision making process. He enjoys building a long term relationship with clients to help them understand their Investment objectives and goals and putting a plan in place to assist in achieving those goals.

With the above Wealth Management approach combined with Nathan’s successful experience in High-Performance sport he brings a commitment and dedication to his clients to ensure they get an experience that is highly valued.

Nathan’s disclosure statement is available upon request and free of charge.