Advisor Contacts

New investor service:
+64 7 928 4000

General office line:
+64 7 928 4000

Client Survey Results

“Carry on as you do, we feel that your business is managed in a very professional and friendly way. We are glad to be able to discuss our financial situation and other matters with Alan on a trusting friendship basis“.
V & K B Wellington

“Continue above Benchmark Performance (what people talk about). “Peace of Mind” knowing someone is doing the best to look after your interests – trust – staying in touch. Investments start earning straight away – low fees”.

PortfolioPro is a small niche finance advising team.

Alan G Read CFPCM (Certified Financial PlannerCM)

Alan has over 30 years experience in the financial field.
He specialises in financial and investment planning,
investment advice and managing investment portfolios.
He was formerly with Westpac for over 20 years, but left
in 1993 to specialise in private practice. Alan enjoys very
high client loyalty and retention.

Having clear and understandable risk management strategies.
Keeping clients fully informed of progress, opportunities, and any issues.

Disclosure Document (PDF download)

Tanya Gilchrist

Tanya is has been a part of Portfolio Pro since its inception in February 2002. She is currently studying extramurally for a Diploma in Business (Personal Financial Planning) as well as a Bachelor of Business Studies (Finance) through Massey University. She will complete her Diploma at the end of this year which will enable her to apply for CFP (Certified Financial Planner) status. She has a clear understanding of financial needs and commitments, and has a client base that represents all age groups.

Disclosure Document (PDF download)