Brett has spent 18 years in the financial planning profession. He has Commerce and Law degrees from Auckland University, in addition to holding CFP and ACA qualifications.

Brett sold his successful Northland financial planning business in 2006, however decided to re-enter the profession as he has always enjoyed assisting clients to achieve their personal and investment goals. After extensive research into the available business models in New Zealand, Brett decided on partnering with Bradley Nuttall adopting their best practice, fee only and client focused approach.

His ability to help clients understand the risks and rewards of investing, and to develop realistic expectations is based on experience over various market cycles, and he takes satisfaction seeing his clients enjoy the fruits of financial effort without worry.