Team

/ Michael Borthwick
Michael Borthwick
Client Services - Investments & KiwiSaver

Phone:

Email:

     

(03) 964 4207

michael_borthwick@rede.co.nz

 

 

 

Michael joined the Rede Advisers team in January 2016.  His primary responsibilities are to assist the advisers by providing efficient client service in relation to investment and KiwiSaver matters.  

 

Michael’s goal is to pursue a career in financial planning. He is currently studying towards a Graduate Diploma in Business Studies in Personal Financial Planning.  He intends to then continue his studies to gain a financial planning degree and CFP status.

 

 

 

What can Michael do for clients?

 

  • He has extensive knowledge in KiwiSaver and will be able to answer any questions you have including withdrawals (first home buyers, financial hardship and on retirement), setting up online access, and transferring foreign superannuation.

 

  • He is continually gaining more knowledge on investment matters, working closely with Steve to implement agreed investment changes, arranging payments and regular cash flows.  

 

  • Michael can help with all general investment and KiwiSaver enquiries as well as arranging meetings with the advisers.