A comprehensive goals based wealth management service
For nearly 30 years clients of RFP have successfully weathered the storms of many financial downturns and have grown in positive economic times. We have built our reputation on critical thinking, being objective in our approach and utilising non-traditional asset classes to provide diversification.
Asset classes and sectors such as Commodities, Defence, Natural Resources and Disruptive Tech are often overlooked by clients and Investment professionals. We have a deep understanding of these sectors and the key part they can play in a diversified investment portfolio.
We are not bound or under obligation to any company or product provider. There is only one entity we represent and work for, and that’s you the client.
Okke Hansen FA,
Managing Director
For over 16 years I have been involved in Financial Services and my expertise primarily lies in Wealth Management advisory and Commodities. For the last 12 years I have run RFP Private Wealth and for over a decade I have researched the Global Equities and Commodities asset classes with a particular focus on the Metals, Mining and Clean Energy sectors throughout the Asia, Pacific region. I have previously worked alongside a highly respected and awarded Commodity Trading Advisor based in Sydney and Switzerland during the mid 2000’s and I have Financial Planning qualifications from AdviserLink (NZ) and the Claritas Investment Certificate from the CFA Institute (USA).
Administration:
Michaela Hua
Investment Administration, Technology and Accounts.
Contact
Visit us
Russell, Bay of Islands, Northland 0272
PO Box 44, Russell 0242
New Zealand