Financial Advice, Planning, Services and Wealth Management
After 25 years of being involved in financial management, Oldershaw & Co Ltd formed a separate financial advice business, Oldershaw & Co (Wealth) Ltd in 2013. We can assist with a range of financial services including wealth management and planning.
Oldershaw & Co (Wealth) Ltd are members of Consilium NZ Limited - www.consiliumnz.co.nz.
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We have been accredited by the Centre for Fiduciary Excellence, an international accreditation organisation for investment advisers - www.cefex.org
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Oldershaw & Co (Wealth) Ltd Financial Advice Team
Oldershaw & Co (Wealth) Ltd is headed up by Marc Nel and Shaun Brown, who are assisted by Kate Atkenson - the Investment Administrator for Oldershaw & Co (Wealth) Ltd.
In addition to being bound by the Code of Professional Conduct for Authorised Financial Advisers (AFAs) and the Financial Advisors Act 2008, Marc and Shaun adhere to the ethical and professional standards and rules of the New Zealand Institute of Chartered Accountants.
Oldershaw & Co (Wealth) Ltd is headed up by Marc Nel and Shaun Brown, who are assisted by Kate Atkenson - the Investment Administrator for Oldershaw & Co (Wealth) Ltd.
In addition to being bound by the Code of Professional Conduct for Authorised Financial Advisers (AFAs) and the Financial Advisors Act 2008, Marc and Shaun adhere to the ethical and professional standards and rules of the New Zealand Institute of Chartered Accountants.
Shaun BrownShaun has worked in the taxation and business advisory area since November 1999, has been a Principal of Oldershaw & Co Ltd since January 2009, and has been providing financial & investment advice since October 2009. Shaun is a Chartered Accountant, has a Graduate Diploma in Business Studies (Personal Financial Planning) is an Authorised Financial Adviser and is an Accredited Investment Fiduciary (AIF®).
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Linton ByfieldLinton joined the OCW team in 2016 as a contracted adviser. He is a Certified Financial Planner (CFPCM), the internationally accredited designation and is also an Authorised Financial Adviser (AFA). Linton holds a Graduate Diploma in Business Studies (Financial Planning) and has been a financial adviser since 2000. Prior to becoming a financial adviser in 2000, Linton was a corporate and international banker with National Australia Bank and a Corporate Treasurer for a major Australian corporation.
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Marc NelMarc immigrated to New Zealand in 1998 after practicing for eight years as a public accountant in a firm as a partner. Marc gained a Bachelor of Commerce (University of Natal, Pietermaritzburg), a Bachelor of Commercial Science (Honors) (University of South Africa) majoring in auditing, management accounting and finance. A Principal of Oldershaw & Co Ltd since August 2002, Marc has worked as a Financial Adviser since 2007. Marc is a New Zealand Qualified Chartered Accountant, and is an Authorised Financial Adviser.
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We can assist you by:
Preparation of Financial and Retirement Plans
Simulating whether you will attain the lifestyle and achieve the goals that you desire.
Preparation of Investment Policy Statements.
Providing a "second opinion service".
Providing a portfolio review service to help ensure that you are meeting your fiduciary obligations as Trustees.
Should you wish to get together to have a no-obligations chat about any of the above, then feel free to give Shaun or Marc a call today on (06) 843-3058. A disclosure document is available on request and free of charge.
Simulating whether you will attain the lifestyle and achieve the goals that you desire.
Preparation of Investment Policy Statements.
Providing a "second opinion service".
Providing a portfolio review service to help ensure that you are meeting your fiduciary obligations as Trustees.
Should you wish to get together to have a no-obligations chat about any of the above, then feel free to give Shaun or Marc a call today on (06) 843-3058. A disclosure document is available on request and free of charge.
Client Portal
For Oldershaw & Co (Wealth) Ltd clients wishing to view their portfolios online please click here.