Katrina Studholme – Director / Authorised Financial Adviser, BCM, PgDipPFP
Katrina has over 13 years’ experience in the financial services industry, including Personal Manager and Business Manager Roles during 8 years of service with the Bank of New Zealand. From there Katrina joined First Capital Financial Services as a Financial Planner in 2009 where she was responsible for looking after the investment client base and numerous group super schemes, before leaving in July 2013 to start Total Wealth Limited.
Katrina also has a background in economics and statistical analysis, which she utilises when assessing suitability of investment products and providers.
As a Financial Planner it is Katrina’s role to help clients achieve the lifestyle of their choice and to ensure that the wealth they work so hard to put together stays together. This is achieved by financial planning solutions, through investments and insurances, to help protect her clients from life’s unforeseen events and to help them build their future income stream.
Total Wealth Limited
PO Box 37058, Christchurch NZ
Paul Gunby – Director
Paul has over 25 years in the financial industry including National Manager BNZ Advisory Services and General Manager Tower Financial Advisory services. Paul is an independent director with Andrew Webster Ltd providing a watching brief over the company. Paul is also Chairman/Director of The Hazelnut Company Ltd and Director of National Trade Academy Ltd.
Paul has a background in the Banking, Finance and Investment Industries and his role with Total Wealth Ltd is primarily strategic, compliance and the delivery of professional services to clients.