Malcolm has been providing investment advice to clients for many years. He has a Degree in Accountancy [Otago] and Diploma in Financial Planning [Massey].

Malcolm combines his knowledge and experience with enthusiasm and energy in his quest to provide clients with peace of mind, a feeling of security and freedom from the responsibilities of dealing with the complexities of their personal wealth.

Building on his previous advisor experiences he has chosen to adopt Bradley Nuttall’s methodologies and processes as he considers these will deliver better advice and superior returns over time. Bradley Nuttall use of institutional funds, with a tilt towards small and value shares and stringent credit processes with regards to fixed interest investments has provided superior historical returns at low costs to investors.

Malcolm’s passion for superior investment experiences, together with his love for Central Otago and the Southern Lakes district are being combined as he builds his practice based in Wanaka.