ABOUT WRIGHT FINANCIAL
Wright Financial Solutions Ltd is a family owned business that provides personalised and professional financial services. From personal and commercial mortgages, personal and business insurance, to short term, long term, and retirement investments. Wright Financial will work with you to develop the best financial option for you, your family, or your business. Wright Financial Solutions Ltd was established in 2001 and has been devotedly serving the community for over 15 years.
All Wright Financial Solutions Advisers are members of the Professional Advisers Association (PAA) and has in place the Insurance Savings Ombudsman (ISO) as their Disputes Resolution Scheme.
Kathy Wright-St Clair
AFA (Authorised Financial Adviser) FSP 41204
Kathy is a seasoned Authorised Financial Adviser with over 20 years in the financial services industry. Her extensive experience working within insurance brokerages has helped Kathy to fine tune essential systems and processes that allow her to assess the full scope of your financial and lifestyle goals. Kathy took her experience and established Wright Financial Ltd which she is now proud to own and run as a family business with her three children Aaron, Jared, and Karla.
Kathy is an AFA, in accordance with the Financial Advisers Act (2008). Kathy’s AFA qualifications means that she is able to provide comprehensive financial planning services and advising as well as provide clients with different categories of financial products and structures. Whether it be short term or long term or investing in your retirement with saving programs such as the government/employer KiwiSaver program, Kathy can help you find the right investment.
Kathy’s areas of expertise extend to insurance and mortgage products and plans such as personal loans, business loans, and interest rate advice. Kathy has been accredited through New Zealand Financial Service Group (NZFSG) as a Mortgage Broker.
Kathy has also received a merit mark in Financial Planning and she has completed the Certificate in Business Risk Management.
Just as important as her work with Wright Financial, Kathy is an active member of the community. As consistent winner and front-runner for this (and every) year’s North Hamilton Lions Club “Christmas Lights Competition”, Kathy decorates the house with the same passion and attention to detail that she brings to Wright Financial and that has helped her raise more than $600 last year alone for the Hamilton Lion’s Cancer lodge. As an avid sports enthusiast Kathy spends her spare time watching sports and spending time with her family.
A copy of Kathy's disclosure statement is available free of charge upon request.
Aaron Wright-St Clair
Associate RFA (Registered Financial Adviser) FSP 316785
As a second generation Wright Financial adviser, Aaron brings a wealth of knowledge and experience from his senior roles in the Accounting and Software industries. Aaron understands that products and plans alone are not enough, Aaron is about Committed Consulting which means success is measured only by the quality of our professional service.
Aaron completes a detailed and personalised analysis for every client which enables him to strategize and then create a unique plan that empowers his clients to reach their goals faster.
He will understand and listen to your needs, tailoring the financial advice process to you so to provide custom and quality personalised financial solutions.
Aaron manages the Auckland branch of Wright Financial and expects, with just two sets to go, completion of his AFA (Authorised Financial Adviser) qualifications in 2016. When Aaron is not managing an incredible number of client portfolios, he will tell you there is nothing better than a cold beer in one hand, prongs in the other, cooking up a BBQ BLT with family and friends.
A copy of Aaron's disclosure statement is available free of charge upon request.
Jared Wright-St Clair
Associate RFA (Registered Financial Adviser) FSP 368286
Jared, also a second generation Wright Financial adviser, has over 15 years of experience in B2B (Business-to-Business) relationships, specialising in manufacturing and distribution. Jared’s knowledge and background in account management and business development has helped him develop a solid foundation of building mutually beneficial relationships created through respect and trust.
Jared delivers an honest, real, and practical skill-set to both our team and his clients. The client relationships he establishes, is about achieving their Financial Goals and Protection. Jared is currently an RFA (Registered Financial Adviser) endorsing personalised service for clients requiring Mortgage and Risk Advice with a speciality in Business Risk.
Jared’s outstanding work ethic and dedication was rewarded in 2015 with a nomination at the National Conference of PAA for Young Adviser of the Year.
Along with Jared’s dedication to his work, Jared and his young family relishes the countryside, making the most of the wide-open spaces, and taking care of his sheep and chickens. Jared is also involved in his monthly Pirongia’s gentlemen’s group and he enjoys a spot of fishing when time allows.
A copy of Jared's disclosure statement is available free of charge upon request.
Associate RFA (Registered Financial Adviser) FSP 493686
Second generation Wright Financial adviser, Karla, brings her more than 10 years of knowledge and experience in the B2B industry specialising in property investments, management, and maintenance. With a background in government department legislation, Karla values, respects, and understands the importance of providing knowledge, solutions, and future planning for each and every client.
Karla is straightforward and honest offering these skills to both our team and her clients alike. Clients are impressed by Karla’s ability to deliver on their financial goals, while making sure that they maintain their level of comfort and lifestyle.
Karla is currently an RFA (Registered Financial Adviser) endorsing personalised service for clients requiring Mortgage and Risk Advice with a speciality in accident and health insurance.
As well as Karla’s dedication to her clients and her work with Wright Financial, Karla is an active member of the community, hosting international homestay students from around the world and being involved in supporting her two son’s activities at school. Karla and her family enjoy the “kiwi way of life” with backyard sports, bike riding, getting creative in the workshop with the children, and entertaining friends and family.
A copy of Karla's disclosure statement is available free of charge upon request.
Fran has broad experience in banking and home loans, that helps her to provide an exceptional level of administrative services. Based at the Hamilton office, Fran provides administration support and manages the general running of the Wright Financial office. Fran ensures all applications, claims, and requests are processed accurately and follows-up on your behalf to ensure timely results.
Her commitment to providing an excellent customer service ensures your time with Wright Financial is a pleasant and productive experience.