With a clear focus on ensuring that Kiwi’s get access to qualified financial advice, Chris has invested heavily in continuing training for himself and for the Vault Team.
A pragmatic approach to advice coupled with 3+ decades of experience, a nod to the best of the old and an eye on the future and innovation may suit the advice relationship you are looking for.
Dad to 3 young adults Chris is navigating the hugely rewarding raising and educating kiwi youngsters.
A couple of thoughts from Chris.
- Investing……50/50 passive active a good start point.
- Insurance…… it’s a tool in the toolbox, not the toolbox.
- Adviser/Client engagement……find a level that suits you.
Being a tad on the structured side sets Eileen apart! The work can be hugely varied, challenging, sometimes stressful but always rewarding. Regardless of whether she is arranging Director Chris White’s diary, following up on a client claim or investment query, or even within her role with the St John Youth Organisation, Eileen is super organised and super-efficient! As she says herself “Sometimes being the bossy one actually gets the job done when it needs to be done!”
Eileen’s role has shifted with the various changes within Vault. From reception to broker support to now Practice Manager, Eileen has been with Vault since the early days, and she has seen a lot of interesting client situations. “Knowing someone that has just found out that they are ill or worse is terrible. Understanding that because they were insured through us and that I can help alleviate some of the stress is why I do what I do.