Business overview
Investment Adviser with Forsyth Barr Palmerston North. I have worked in the financial services industry, in finance, lending, insurance and investments since 2004. I am passionate about helping people to understand their finances and get their money working for them.Products and services I offer
Forsyth Barr is a fully staff and New Zealand-owned NZX firm providing a full range of investment and wealth management services including portfolio management, investment advice, sharebroking, research, investment banking, cash management, investment funds and Summer KiwiSaver.In addition to working for Forsyth Barr I am also an approved facilitator for Te Ara Ahunga Ora, Retirement Commision and am able to facilitate their Sorted programs and Webinars.
Why I'm in the Venus Network
I joined Venus to enable me to find like minded women who are passionate about helping others whilst also growing their business.Testimonials
I was so impressed with the service that Diana has given, her understanding of the situation, and her “above and beyond” service to help.Diana! Thank you for hearing me last Friday! You’ve saved me.
Diana is always available to answer questions and provide information to assist us.
Di will always returns calls, come and see you if in need and if unable to help will point you in the right direction.
