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Steve Oliver - Principal

Steve-Oliver
rmc

Background

Steve was educated at Southland Boys High School, studied management and accounting at Otago University, and has lived and worked in Southland all his life.

Getting in touch

0800 214692

021 2244134

steve.oliver@plus4.co.nz

Background

Steve was educated at Southland Boys High School, studied management and accounting at Otago University, and has lived and worked in Southland all his life.

He began his career in 1989 as an account manager with UDC Finance where he specialised in commercial finance. In 1997 he joined the Southland Building Society, now SBS Bank, as a senior loans officer responsible for residential and commercial lending. Steve was appointed territory manager for Southland with Farmers Mutual Group, the rural insurance and investment company two years later.

In 2002 he and an associate established Piper Oliver Financial Services (POFS), a successful specialist risk insurance and investment advisory firm. POFS merged with another Southland advisory firm, AMP South (a risk insurance specialist), and together, they formed Investfirst, an investment advice company, both of which he was a director. AMP South and Investfirst won three ‘AMP Adviser Business of the Year’ awards during Steve’s tenure as a director of those firms.

Steve sold his interest in Investfirst in 2011 in order to establish an independent advisory business, Steve Oliver Financial Services (SOFS). Invercargill-based SOFS is an insurance broking and financial advisory firm serving the rural sector, SMEs and families in Southland and Central Otago. Steve specialises in risk insurance: key person cover; income protection and mortgage replacement insurance; trauma, health and ACC cover; and investment and savings advice including KiwiSaver.

He is an Authorised Financial Adviser and has been a member of the Institute of Financial Advisers since 2002.

Philosophy

“I see my role as helping successful people make smart decisions about money.”

I endeavour to live a balanced life and my goal is to help my clients achieve that as well. We do that by keeping it simple and taking a pragmatic, commonsense approach to financial management. By getting the basics right first, we can ensure that clients can go on to build passive income, protect themselves and their businesses against the unforeseen, create wealth and ensure a prosperous future.

Personal

Steve has been married to Marcia for 17 years and they are the proud parents of three children; Sophie, Katie and Carter.

He previously owned a retail business, and currently has an interest in a residential property investment and a commercial property company. He’s an active investor in property and equities. Steve is a member and director of the Invercargill Rotary Club and last year became a member of the committee that established the inaugural Invercargill Wild Food Festival. Steve’s leisure interests include mountain biking, surfing and skiing. He follows soccer and sponsors the Old Boys AFC Football Club in Invercargill.

Click here to read Steve’s Primary Disclosure statement.

Click here to read Steve’s Secondary Disclosure statement.

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