Grant Foothead

BCA, DipBusStud, AFA

I am a Financial Adviser (FSP111964) providing the advice on behalf of Wealth Management Limited, the Financial Advice Provider Licence holder 722151. As such, I am bound by the duties of the Financial Markets Conduct Act to:

1. meet the standards of competence, knowledge and skill set out in the Code of Conduct
2. give priority to my clients’ interest
3. exercise care, diligence and skill, and
4. meet the standards of ethical behaviour, conduct and client care set out in the Code of Conduct.

I am passionate about improving the investment experience for clients and helping them achieve a better outcome.

After a period employed in investment research, I moved to roles that involved restructuring and ongoing improvement of Private Banking (Investment Advice) at both BNZ and Westpac, as well as the Investment Division of Public Trust. While involved in this area, a desire to provide a more personalised service eventuated in the formation of Wealth Management Limited.

At Wealth Management Limited I provide tailored investment solutions that are individually structured to meet my clients’ personal circumstances.

“By working together my future is overseeing your future”

View my work history on LinkedIn.

Professional Bodies

I am a member of Financial Advice New Zealand (FANZ) and, as a condition of this membership, adhere to the FANZ Code of Ethics and FANZ Practice Standards in all facets of practice.