Hamish McPhail

Director / Financial Adviser – Investments
LL.B, CFP, GDipBus(Personal Fin Planning) CM

With over 30 years of experience as a financial planner, I have specialised in supporting health professionals across all stages of their careers. I understand that health professionals are often time-poor, devoting themselves to the care of others while placing their own financial wellbeing on the backburner.

My philosophy, shaped through decades of experience, is to develop clear, personalised investment strategies using sophisticated software modelling. This enables us to map out your financial future, track progress, and adapt your strategy as life and your career evolve.

Our service is designed to take the burden off your shoulders. We provide a proactive, tailored approach that keeps your financial goals on course while you focus on what you do best: caring for your patients. Our commitment is to deliver the best outcomes for you and your family through advice that is both structured and flexible.

Sue Stewart

Director / Financial Adviser – Investments
CFP, GDipBus(Personal Financial Planning)

With a husband and daughter in the medical profession I understand firsthand the intense time pressures you face. When your focus is on caring for others, it’s easy for your own financial future to slip down the priority list.

That’s where we come in. We help busy health professionals build clear, tailored financial plans and investment strategies that put your hard-earned income to work – so you can stay in control, reach your goals, and build lasting financial security.

My mission is simple: to empower you to enjoy life today while creating the financial resilience and peace of mind you deserve.

Lynda Taylor

Financial Adviser – Risk Insurance
BBS, GDipBus(Personal Financial Planning)

Lynda is our in-house risk expert, and happy to assist you, your family, and your business with a well-structured and highly personalised risk plan.

Retirement planning and a structured approach to wealth accumulation is so important, yet inherent in this planning is the assumption that you will enjoy good health, and therefore maintain and increase your earning capacity.

As health professionals you are all too aware of the sudden calamities and illness that can beset us all. Insurances protect you against financial loss if along life’s journey you have health battles, become temporarily or totally disabled along the way; or worse still, pass away prematurely.

In setting your risk plan up correctly at the outset, ensures we deliver the results at claim time. A big part of our job is to revisit your plan regularly with you and adjust it as your wealth builds. For our more mature clients, this often means decreasing levels of insurance as their asset base is such that they can self-insure to a far greater extent. This can then lead to substantial premium savings. This holistic approach to your financial wellbeing is integral to our advice process.

Rachel Grigor

BA (Hons Economics and Management)

Rachel has recently joined MFAS as a trainee financial advisor after more than 15 years working as a prefessional economist in corporate and consulting roles across the UK and NZ. Rachel was drawn to financial advice by a desire to work more closely with people – helping clients make confident, informed decisions and achieve their long-term goals.

With a strong background in economic analysis, Rachel brings clarity and perspective to complex financial decisions. Rachel is passionate about building trusted relationships and ensuring clients feel supported and understood as they plan for their future.

Phone Rachel - 027 5340192 Email Rachel

Rowena Millar

Office Manager

Rowena stepped back from management in both New Zealand and Australian corporates in 2006 and has been lured back to employment by the grateful MFAS, to run the office backroom and compliance.

Rowena’s experience and precise management skills are a great asset within the MFAS Team.

 

Phone Rowena 09 337 0730 Email Rowena

Mike Bloy

 

Mike is an experienced broker who supports healthcare professionals with their finance and lending needs. He leans on his 10+ years in customer centric roles to ensure your financial goals are at the forefront of every decision made. 

Mike believes that your experience securing finance should be stress free. His success supporting clients in the healthcare sector stems from his knowledge of Te Whatu Ora remuneration structures, funding allocations and also the nuances of private practice.  

Whether you are saving for your first home, wondering what options you have available to you as a property investor or considering buying into a practice, he will guide you step-by-step through the loan application journey and will go above and beyond to find the optimum solution.