I have been involved in the financial services industry since 1989, originally as a bank manager and since 1998 as a financial adviser. In 2008 I graduated from Massey University with a Graduate Diploma in Business Studies, majoring in Personal Financial Planning. I received the ANZ Financial Advisory prize as the top graduating student. I have a commerce degree from Canterbury University. In July 2011 I became an Authorised Financial Adviser.
- I would recommend Richard Gerard to anyone looking for insurance as he will go the extra mile to ensure your claim will be properly dealt with. After suffering a severe head injury the last thing you can do is deal with red tape. Richard dealt with the insurance company on my behalf and got a full payout on my Trauma cover. - Geoff Blankenbyl
- Richard Gerard through Wealthpoint North has provided financial advice and services to my Wife and me from 2001. On our behalf Richard has consolidated our financial assets into a conservative diversified superannuation investment portfolio which over 13 years, despite, sometimes severe market downturns, has averaged net earnings of well above the NZ inflation rate. He is sensitive to our circumstances and through AMP Services carefully monitors our financial investments, reports regularly and comprehensively annually. He is knowledgeable and readily available to advise and assist with any financial matter. Richard is an approachable, conscientious, reliable, wise advisor and friend with whom we feel safe. Wealthpoint North has also provided a continuous prompt economical and supportive service for house and contents insurance from before that time. - Geoff and Pat Ward
- I would highly recommend Richard as an insurance agent. He is very approachable, he is not at all "pushy" and will go the extra mile to help you. Our family went through a traumatic time this year and when I contacted Richard to see if there was anything he could do to help us regarding a claim he gave up most of his Friday afternoon pulling strings to help us. Thank-you Richard - Sue Bigwood
- I would like to thank you for the fabulous client service you have provided after my phone call on Tuesday. - David Smith