Richard Gerard
Financial Adviser | Warkworth
Richard provides expert advice on insurance and investment, with the goal of protecting and growing his client’s wealth.
Richard provides expert advice on insurance and investment, with the goal of protecting and growing his clients’ wealth. He takes the time to understand what matters most to them—their goals, values, and aspirations—so he can create a personalized plan that suits their needs. With a strong focus on ongoing support Richard ensures that plans are regularly monitored and reviewed to keep his clients on track toward achieving their financial objectives.
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While his wife and children might think Richard spends my days working with boring numbers he is truly passionate about the impact of his work. For Richard it’s all about helping people and building lasting relationships that make a real difference in their lives.
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Areas of Expertise:
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Health, Life, and Disability Insurance
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Investment and KiwiSaver