Team

/ Michael Borthwick
Michael Borthwick
Booster QFE KiwiSaver Adviser
Primary Disclosure Statement

Phone:

Email:

     

(03) 964 4207

michael_borthwick@rede.co.nz

 

 

 

Michael joined the Rede Advisers team in January 2016. He is the main KiwiSaver adviser and also helps Guy Buchanan with Risk client matters.

 

Michael’s goal is to pursue a career in financial planning. He is aiming to gain a Graduate Diploma in Business Studies (Personal Financial Planning) by the end of 2019. He then plans to become an AFA (or equivalent) so he can provide financial advice to clients. He will continue his studies to gain a financial planning degree and CFP status.

 

The first step towards this adviser role was Michael joining the Booster QFE, and therefore being able to provide advice to Booster KiwiSaver members as a QFE nominated representative. 

 

 

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 insurance: quoting, claiming and applying for. He will be able to help you claim on your policy efficiently and painlessly which is vital during a difficult situation your lives.

 

  • Working closely alongside Ona in a client services role, he will be able to help with all general enquiries as well as arranging meetings with the advisers.