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, Clean Energy, 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.
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:
Eleanor Serfontein
Office Manager
I have over 30 years experience in administration, payroll, credit control and other areas of expertise required to run the back office of a company soundly and efficiently. Prior to my move to New Zealand I was a secretary to the regional director of Mibco Pretoria and was then lead credit controller of Mibco Pretoria. Both roles of which spanned a 19 year term.
Contact
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Russell, Bay of Islands, Northland 0272
PO Box 4130, Highfield, Timaru 7942