On 1 August 2017, Richard Harden of Richard Harden Investment Services, Meredith Cornelius of Financial Strategies Nelson, and Richard Grimes - previously with BNZ Nelson - formed Totara Wealth Management, Nelson's leading independent financial advice firm.
The basis for coming together was our 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 Totara Wealth client, you will always know that you are receiving independent advice based on the full market of investments.
Richard H, Meredith, and Richard G offer Totara Wealth clients over 40 years of combined experience in the areas of financial planning, investment advice and UK Pension Transfers. Each adviser is an Authorised Financial Adviser (AFA) and a member of the Institute of Financial Advisers (IFA). Richard H and Meredith also hold the globally recognised Certified Financial Planner (CFPcm) mark, and Richard G expects to receive his CFPcm status in 2018.
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