About Alistair Bean
Alistair Bean & Assoc's Financial Services Limited is currently receiving clients by appointment. Call us for an Individual Appointment today!
I started my banking career in 1981 and became a Financial Adviser in 1995.
I offer a completely bespoke, fully Individualised, tailored Investment, Insurance, and KiwiSaver solution to meet all Personal Financial Planning needs.
I look forward to helping you with the opportunity to manage and achieve your future goals.
- Client First
- Business and Client Integrity
- Competence and Knowledge
- Continuing Professional Development.
"To offer the best One-to-One Personal Financial Planning Advice in New Zealand, ensuring Clients know that they are truly treated as Individuals."
"To exceed Client expectations, by striving to achieve performance results in excess of the market relative to the Client while maintaining Client Contact to a level of excellence, ensuring security, risk and confidentiality that puts the Clients needs first."