Hi, I’m Nefe. I am a Registered Financial Adviser at Opes Partners and a Property Investor with 7 years’ experience in the financial services industry. Before joining Opes, I worked for one of NZ largest investment firms as a senior adviser specialising in KiwiSaver, Managed Funds. I looked after 2,000 different clients nest eggs with a combined value of over $13 million. To date, I have had the privilege of helping my clients invest in $26 million worth of property to secure their retirement. Before that, I was a loan writer in residential property lending.
My approach is simple: Where are you now? Where do you want to be? How do we get you there? I combine data-driven advice with mindset coaching so that you are not only making an informed investment decision, but a confident one.
Becoming financially free can feel overwhelming, and for many people, it seems impossible. It can feel like early retirement (or retirement at all) is a luxury reserved for those born into the right family or who had a winning business idea. So often, the can gets kicked down the road.
Growing up, I watched my parents struggle to make ends meet. I remember the moment I thought to myself, I do not want to turn out like this. My parents were not stupid; they were clever, hardworking people, but they did not have the financial literacy or money mindset to take control of their situation and change their outcome.
On top of owning 3 properties by age 30, I have seen firsthand how investing can change the trajectory of someone’s life. Purchasing a property is one of the biggest decisions you will make in your life, so it’s important you get it right. Whether this is your first investment property or your tenth, I am here to help every step of the way.
Only 44% of Kiwis feel prepared for retirement ( I wonder how many people actually are). It’s simply not enough to rely solely on NZ Super and KiwiSaver. That is where Opes comes in. We are here to change that. Financial literacy and access to quality advice should be available to everyone so that all Kiwis can retire comfortably. You work your entire life - you deserve it.
