Julius Capilitan - Primary Advisor
Wellington local, with childhood years being spent in the Wairarapa at Rathkeale College.
My 17-year career has been developed through firms such as Kiwibank, ANZ, AXA and NZ Stock Exchange. I've had experience as a Fund Manager, Commerical/Business Banker, Retail lending and various other management roles.
The knowledge I have learned during my time at these companies around being an expert in all areas of finance, from building a KiwiSaver fund to trading shares as a fund manager to providing personal and business risk protection for ANZ clients, as well as compleating development or property finance funding solutions, to empower my customers to secure the best outcomes and advice for there projects.
So why did I leave my corporate career? I left because corporate life is all about decisions focussed around protecting the shareholders' bottom line. I wanted to be focused on best client outcomes and having the full market to come up with solutions for my clients, rather than one bank's credit policy.
I wanted to be an advocate for financial advice and ensure that people are aware of there options. My passion is to ensure that customers are given the right advice on their personal financial situation, so they can make the best choices and get the best outcomes.
Corey Snow - Junior Advisor (Associate)
Dominic Vermeulen - Customer Service Officer
Karmeen Nato - Marketing Manager