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Jenna Haldane

Financial Adviser (FA)

 03 211 2769 (DDI) / 027 278 4597

 jenna.haldane@sbswealth.co.nz

 0800 727 935

 

Specialist Areas

  • Wealth Management & Accumulation
  • Portfolio Management
  • Investment Advice
  • Retirement Planning
  • KiwiSaver
 

 

Qualifications & Memberships

  • National Certificate in Financial Services (Financial Advice) (Level 5)

About

Jenna has been in the financial services industry for 5 years, after starting off as an investment administrator in 2018.

Jenna’s primary goal is to create successful outcomes for clients that provide a meaningful and lasting impact on their lives.  She achieves this by assisting clients to create, grow, and protect their wealth to ensure they meet their long term financial goals.

When not working, Jenna likes to keep fit and active. She loves an adventure; including chasing around her two boys.

A disclosure statement is available upon request and free of charge.