Financial Planner Profile

Name: Hamish McElwee

Qualifications:

  • Graduate Diploma in Applied Taxation with the Tax Institute
  • On Graduation from Otago University with a B.Comm.,
  • NTAA RG146 Accreditated
  • Authorised Financial Planning Representative #1271094
  • Grad Diploma Tax Institute
  • Registered Tax Agent

We are licensed to give financial advice and we are also able to provide a full range of accounting/tax services to clients with SMSF funds and Investments.

The thing that defines our practice is the years of experience we have and the ability to use that depth of knowledge evaluate the current here and now economic and investment environment to the client’s advantage. Our Tax knowledge is extensive especially for SMSF’s.

I have a strong interest in sport especially Rugby, (current club Old Croc’s), am qualified as an Offshore Yachtmaster, raced yachts, had a private pilots licence, played golf, restored sports cars, won skeet champs etc. and retired from the Army as a decorated Artillery Major. In Rotary I have held several roles including being the District Treasurer for District 9920.

Financial Planning Services:

  • Accounting and Taxation
  • Estate Planning
  • Risk insurance
  • Aged care
  • Legal Services
  • Centrelink
  • Property
  • Investments

 

  • Financial Planning
  • Business Advice
  • Superannuation
  • Retirement
  • SMSF Advice and Administration
  • Share Portfolio Management
  • Finance and Debt Management