Andrew Rafty

Adviser

Andrew is a fully certified financial planner (CFP), and has been a licensed financial adviser for over 20 years. He has a strong reputation for his exceptional technical skills and dedicated service. Andrew originally practiced as a structural engineer before dedicating his analytical and mathematical skills to financial planning.

Andrew believes in building long-term relationship with his clients and understands the need to provide a value oriented, holistic financial planning service. Andrew works closely with his clients to prepare and implement comprehensive risk management, investment, retirement and estate planning strategies.

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"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty

"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns

"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty

"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns

"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson

"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes

"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives