Nathan Cohen MNZM
Authorised Financial Adviser
0800 727 2265
- Wealth Management & Accumulation
- Investment Advisory
- Retirement Planning
- Portfolio management
- Investment Advice
- Business and Commercial Banking
- 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
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.