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 Authorised Financial Adviser with over 20 years in the financial services industry. Her has extensive experience working within Personal Insurance, Mortgage Broking and Investment Planning/KiwiSaver markets. Having worked with many clients through their changing lives, starting with Insurance & Mortgages then showing them now to become mortgage free and on to investing. Kathy is constantly working with the next generation from her original clients to now help them achieve their financial goals. Wright Financial Solutions Ltd is a proudly owned family business.
Kathy is a AFA, in accordance with the Financial Advisers Act (2008).. As from march 2021 Kathy has her Transitional Licence for Financial Services approved by the FMA, to enable her to continue practicing in the Insurance, Mortgages & Investment/ Kiwisaver markets from March 2021.
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.