Hi! My name is Sonnie. Welcome to my blog. I've been publishing regularly on NZ Wealth & Risk for many years.
For the most part, this blog is about money, managing risk, decision-making, and living a life that's in line with your values and priorities.
It's a personal blog, so I touch on lots of other things in between. Think of it like a mullet: business up front, party at the back.
I'd like to think I'm a thoughtful, idiosyncratic guy who does his best to write interesting and useful stuff for other thoughtful Kiwis.
But really, that assessment's not for me to make. Read this blog and decide for yourself whether you think I'm thoughtful, have values that align with your own, and get a sense of whether we share similar presuppositions about the world.
As far as credentials go, I've got lots of letters after my name (LLB BCom MEntr DipFincPlan). I also have years of experience in the financial services industry. I currently run my own financial planning business, Fairhaven Wealth, and have worked with lots of clients who've been very happy with the advice I've provided and how I provided it.
I used to be a lawyer, specialising in financial services law, trusts, and estate planning. I've been involved in in professional trustee roles and directorships. I've reviewed thousands of financial advice files prepared by hundreds of financial advisers and spoken with dozens of financial advisers in depth about their business and advice processes. I'm also actively involved in the financial advice industry, and my hope is that I leave the industry better than when I entered it.
More importantly, I'm a husband, dad, son, brother, uncle, and friend. I want to leave the world better than I found it.
I'm an independent soul
I was born on the 4th of July. In some ways, that says it all. I operate my own business at the highest level of independence possible, and serve no masters. I don't advertise third party services or products or have any commercial incentive for staying on-side with anyone or anything. This blog is independent. Everything I write on this blog is without fear or favour.
The only financial benefit I get out of this blog is that a (very) small portion of readers become clients of my financial planning business.
The main personal benefits I get are that it provides me an avenue for my over-active mind, and it has helped me get to know some terrific people.
Take everything with a grain of salt – this blog is no exception
Everything I write is informed by many years of professional experience (and my own personal biases. We all have 'em).
Having said this, I don't know you, and nothing on this blog is personalised to you. In fact, one of the big themes of this blog is: you do you.
Any decision you make should be based on your own unique, idiosyncratic circumstances, needs, objectives, concerns, values, and priorities.)
I encourage you to take everything you read with a grain of salt, and this blog is no exception.
Most of all, enjoy!!
If you find it useful and want to stay up to date with new articles, my business (Fairhaven Wealth), and other projects, the best way to do this is to sign up to the NZ Wealth & Risk newsletter. More information is here.