North Island

David has been serving in the financial services industry since 1997. That period has seen him in a wide range of professional roles.

Tamara joined Coastal Community Private Wealth Group after seven years focusing on Financial Planning and Protection solutions in the financial industry. She found that our organizational values...

Danny has been involved with the co-operative system for over 35 years and believes in and shares their values. Coastal Community Private Wealth Group and Concentra Trust have created an...

Lindsey is passionate about helping you start saving for what matters to you. With over 16 years of experience working with some of the top national investment...