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.
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.
With Jared’s continuing dedication and work ethic he was nominated at the National Conference of PAA for Yong Adviser of the for 2017.
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.
Office Manager & Adviser Assistant
Owen is the Office Manager and Adviser Assistant at Wright Financial. Most of our clients will talk to Owen, as he books most of the appointments for our advisers and will call clients to book in their reviews.
Owen manages our database management system, using his attention for detail and great skills to ensure this is accurate and up-to-date, as well as supporting our advisers to ensure our clients enquires are processed in a timely manner.
Prior to joining the Wright Financial team, Owen held a variety of roles within Business-to-Business packaging and Stationery companies over 20 years, with a focus on Operations and Logistics.