Brad MacDonald
Ph | 06 843 1915, 027 266 7673
Email | brad@plus4.co.nz
Website | www.macdonaldwealth.co.nz
LinkedIn | Facebook
Brad is an experienced Financial Adviser (FA) FSP 360446 with seven years’ experience in the financial services sector. He works with a diverse range of clients, business owners, families, farmers and medical professionals in New Zealand and offshore in Australia, Singapore and Japan.
His clients are at the heart of what he does. He wants to see them realise their vision, whatever that may be and derives satisfaction from knowing he has helped them along that journey.
Not being tied to a particular provider means Brad can ensure he delivers the best service and outcomes.
Speciality Areas
Disability Insurance
Key Person Insurance
Medical Insurance
Mortgage Protection Insurance
Income Protection Insurance
Critical Conditions or Trauma Insurance
Life Insurance
Background
Brad attended Flaxmere College where he was a foundation student, the Head Boy and Captain of the school 1st XI cricket team. On leaving school, he moved to Auckland and joined the Royal New Zealand Navy as a weapons technician and met his wife, Yvette. Having started a family, they elected to move back to Hawke’s Bay. Brad then worked in several sales and account management roles before beginning his financial services career in 2014.
A Financial Adviser (FA) FSP360446 and an Accredited Investment Fiduciary® (AIF®), Brad provides financial advice and KiwiSaver, investment and retirement planning, and personal insurance. He has a National Certificate in Financial Services and is completing a Bachelor of Business Studies at Massey University.
Brad is passionate about helping people from all walks of life find their vision of true wealth. That means helping define what true wealth looks like for them, putting a plan in place that enables them to pursue their goals and then partnering with them to grow, protect and maintain that wealth.
Brad has been married to Yvette, a social worker with Presbyterian Support (East Coast), for nearly 20 years. They have two children and are actively involved in their community.
Brad is keen on hunting, golf and cricket, playing for the Marewa Cricket Club in Napier. He served as Treasurer of the Raureka School Board of Trustees and is currently Secretary of the Napier Rotary Club.