Our Team

Meet our friendly staff

Kevin Gloag

  AFA Advisor

Kevin Gloag, AFA, joined the firm in 2010 when we opened an office in Timaru.

Kevin is available to all clients for all types of investments, assists in our research and analysis, and is available for out-of-town visits.

Kevin has had a long career in finance and offers unquestioned integrity to our clients. He also had a stint as a professional rugby coach including three years as assistant coach of the Highlanders.

Kevin regularly visits Christchurch, Ashburton, Dunedin, Invercargill and Central Otago, plus other areas as required.