Sarah Ashby
Wealth Management Adviser
With almost 20 years of experience in financial services, Sarah is passionate about building relationships with her clients to understand and work towards what they want to achieve with their investments.
Sarah’s previous experience includes investment adviser roles at Westpac, ASB, and AdviceFirst (formerly Spicers). She is originally from the Waikato, but has been calling the Bay of Plenty home since 2011. She has a passion for designing portfolios that are understandable and engaging for clients.
Sarah completed an MBA from the University of Waikato in 2010 with her thesis topic being focused on improving financial literacy in New Zealand. Outside of the office, she enjoys fishing and regular climbs up Mt Maunganui or the Papamoa Hills.