Kapiti Coast/ John Bolsover

Address:

Unit 1-1 D Antares Place, Rosedale, Auckland

Phone:

0800 466 784

Email:

john.bolsover@investlink.co.nz

John Bolsover

I qualified as an Authorised Financial Advisor in 2019, following a 19-year career to senior management level in banking, working in the areas of economics, strategy, and planning. Initially I was in the ANZ Economics Team from 1999 through to 2006, prior to moving to strategy and business planning roles, which included working closely with ANZ’s Finance and Investor Relations teams.

Prior to ANZ, I worked as an economist at Beef and Lamb NZ.

I can also draw on insights from over 25 years of marriage guiding three children through to adulthood, coaching through the junior, youth and college grades, instructing at pony club, and at times juggling our mortgage, retirement plans, and children’s education.

My Advice

Whether you’re looking to get the most out of KiwiSaver, have some funds and would like to consider your investment options, or wanting a personalised investment plan, I can
provide personalised advice to help you achieve your financial goals.

I am qualified to provide advice on KiwiSaver, financial investments, property investment,
investment planning, and retirement planning.

For our KiwiSaver clients, I see my role as ensuring that our clients are in an appropriate
fund, helping them to understand what they are invested in, and providing oversight of
their KiwiSaver provider and their capabilities. I have several KiwiSaver clients who I am
helping manage their savings during retirement.

I am also there to be our clients’ point of contact with their KiwiSaver provider.

Importantly, I am here to answer any questions our clients may have.

Qualifications and Associations

• Certificate of Authorisation (Financial Markets Authority).
• NZ Certificate in Financial Services (Investment, Lending, Life and Health Insurance).
• Bachelor of Commerce (Economics), University of Canterbury.
• Master of Science (Agricultural Economics), University of Reading.
• Member: Financial Advice New Zealand.
• Member: Financial Dispute Resolution Service.

Contact

Email John at john.bolsover@investlink.co.nz.