Founder and Financial Advisor

Financial Planning NZ Ltd

 2012 – Present

Founding Trustee 

New Zealand Memorial Museum 

2008– Present

Founding Partner 

New Zealand Financial Planning 

Feb 1992 – Apr 2014

Chairman of the Board of Trustees 

Mount Albert Grammar School

2007 – Present

Board Member

Waitemata Local Board 

Oct 2010 – Oct 2016

Major 

NZ Army 

Jan 1974 – Jun 2011

Greg is the founding Director of Financial Planning New Zealand, and was responsible for the company’s creation. After graduating as an accountant in 1975, Greg was employed in a number of accountancy related roles before joining the NZ Police in 1980.

 

Whilst there, he studied Law at Auckland University. He left the Police in 1984 to teach accounting at the University of Auckland and to complete his law degree.

 

In 1986, Greg joined the Department of Justice as a Senior Investigating Accountant in the Corporate Fraud Unit.

He joined IPD Securities in 1987 as a senior financial planner and over the next five years, became that company’s most successful adviser. After being named ‘Financial Planner of the Year’ in 1992, Greg left IPD Securities to fulfil a long cherished goal of establishing his own practice – New Zealand Financial Planning. Greg founded NZFP which eventually became a National Company. In 2014 Greg decided to exit NZFP to concentrate on his Auckland-based practice and in doing so rebranded his business as Financial Planning New Zealand Ltd (FPNZ).

 

Greg has taught accounting at the University of Auckland and Unitec from 1984 to 2012. Greg is a member of the Institute of Financial Advisers (IFA) and is both a Certified Financial Planner (CFP) and a Certified Life Underwriter (CLU). He is an expert witness for both court and disciplinary matters relating to the giving of financial advice.

 

Greg has and continues to undertake a myriad of charity and community work. He is a Past President of the Rotary Club of Downtown Auckland (2004/2005), former Chair of the Western Bays Community Board (1989-91) and Past President of the Mt Albert Grammar School Old Boys Association. He retired as a Major in the 3rd Auckland (Countess of Ranfurly’s own) and Northland Battalion of the NZ Army. During his 37 years’ service he has been awarded the Efficiency Decoration (ED), bar and clasp and has deployed to the Solomon Islands (2005) and East Timor (2006), as well as an attachment with the British Army in 1983. He was a Trustee of the Leukaemia and Blood Cancer for 20 years and a Director of Radio Lollipop for 10 years.

 

Greg is still active in Rotary and was selected to lead the Rotary District 9920 GSE Team to Chile in 2009. He was an Assistant Governor of D9920 between 2012-2014 and Chair of the Mt Albert Grammar School Board of Trustees. He was also an Auckland City Councillor, representing the inner city Western Bays Ward and was Chairman of the Auckland City Arts, Culture and Recreation Committee prior to the amalgamation of the Auckland City Council. He is a former member of and Finance spokesperson for the Waitemata Local Board. After many years in the financial planning industry, Greg still enjoys helping people to help themselves and is a firm believer in New Zealander’s need to plan to ensure their future financial wellbeing. Greg believes he can provide this security to his clients by assisting them to adopt a sane, sound, sensible approach to the creation and protection of wealth.

greg@1plan.co.nz

09-309-3680

Facebook
Capture.PNG

198 Federal St, Auckland CBD, Auckland 1010

*A disclosure statement is available upon request.