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Who We Are
Nuview Wealth Solutions is the trading name of Nuview Limited.
The sole director is David Petre and the company’s shares are owned by David, his wife Glenda and Ken Martin. The shares are held either in their own names or through their family trusts or companies. While the company is independently owned we have a longstanding and close relationship with NZ Funds Management.
For our estate Planning we use Heritage Trustee Company, our tax service is currently provided by a sole practice accountant working on contract. We have a brokerage arrangement with the major insurance companies operating in New Zealand. We are not tied to any of them and prefer to look for the solution that best fits each client. Each of our advisers are Authorised Financial Advisers and operate to the Code of Conduct for AFA’s.
Every two years we are audited to confirm compliance with the Anti Money Laundering legislation. To date we have had audits in 2014 and 2016. As part of their ongoing monitoring service the Financial Markets Authority audited us in 2015. They have approved our AFA licences to operate through until 2021. We are members of the Insurance and Savings Ombudsman Dispute Resolution Scheme.
Our goal is to provide clients with well written, easily understood, achievable Financial Strategies based on the clients’ circumstances.
We charge a fee for service and fully disclose all fees to clients as and when we do business with them.
Our Advisers Are:
David Petre, FSP64481.
David has many years’ experience in the financial world. He enjoys interacting with his clients and presenting them with solutions that are appropriate for their needs. He is married, adult children who in turn have their own children. David and Glenda enjoy playing golf, travel, fine wine and gardening. David is a Past President of the Rotary Club of Palmerston North and a Justice of Peace.
Ken Martin, FSP 111444.
Ken’s many years as a financial advisor are augmented by his Inland Revenue background. A significant period of that was involved with Estates, Trusts and gifting. He thrives on the banter with his clients and the challenge of balancing client needs with financial realities. Ken has 6 children some of whom come and go with the tide and keep him guessing as to what is next. 3 grandchildren live locally and add to the chaos. Ken enjoys walking, social tennis, is a keen sports follower, particularly rugby and is a bookworm from way back.
Murray Ward FSP30701.
Murray has over 20 years’ experience in providing financial advice. He appreciates his clients, is willing to help and provide solutions to their financial needs. Murray is married with 3 adult children and two grandchildren. Murray and his wife enjoy travel, gardening, family outings and gatherings. Murray runs our Hawkes Bay operation.