On 1 August 2017, Richard Harden of Richard Harden Investment Services and Meredith Cornelius of Financial Strategies Nelson formed Tōtara Wealth Management, Nelson's leading independent financial advice firm.
The basis for coming together was Richard and Meredith’s shared vision that the best financial advice is always independent advice.
We are a fee-only company providing financial advice without bias or incentives from investment or product providers. As a Tōtara Wealth client, you will always know that you are receiving independent advice based on the full market of investments.
Richard and Meredith offer Tōtara Wealth clients over 40 years of combined experience in the areas of financial planning, investment advice and UK Pension Transfers. Both Richard and Meredith are Financial Advisers (FAs) and are members of Financial Advice New Zealand, New Zealand’s Professional body for financial advisers. Richard and Meredith also hold the globally recognised CERTIFIED FINANCIAL PLANNERCM (CFPCM) mark.
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If you’d like to organise a meeting please call 03 548 9000 or complete our online form and we’ll call you to arrange a time.
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