Meet the team
With over 60 years combined experience working with medical professionals we are proud to introduce our team.
Director / Financial Adviser – Investments
LL.B, CFP, GDipBus(Personal Fin Planning) CM
While Hamish continues to deny his advancing years, it is indisputable that he commenced his financial planning career in 1992 with IPD Securities Ltd, the breeding ground for many of today’s investment advisers. Following IPD’s purchase by Prudential at the end of 1993, Hamish moved to Medical Assurance Society and established his connection with (and enjoyment of) the medical fraternity.
In 2001 Hamish formed Medical Financial Advisory Services Ltd (MFAS) and was delighted to welcome Sue Stewart as a business partner in 2002. The objective of MFAS was (and still is) to provide holistic financial advice to health professionals on a NZ wide basis.
Beyond work Hamish participates in numerous sporting activities, voracious reading and the constant pursuit of clutter free sandy beaches to lie upon.
Director / Financial Adviser – Investments
CFP, GDipBus(Personal Financial Planning)
Sue has worked in the financial planning industry since 2001. She completed the Graduate Diploma in Business Studies (Personal Financial Planning) in 2002 and qualified as a Certified Financial Planner (CFP) in 2005.
With a husband (and now a daughter) in the medical profession Sue understands the time pressures faced by health practitioners. With so much focus on their “day job” health professionals do not always have the capacity to maximise their own financial affairs. Sue’s first-hand experience allows understanding of the need to have a clear and cogent investment strategy to ensure that hard earned income is put to good purpose.Read More
Sue and MFAS offer their clients a very personable and personal service. Sue takes special delight in developing the long term relationships that is such a rewarding part of successful financial planning.
Sue and her family are keen skiers, both water and snow and Sue also enjoys long walks and getting to the gym regularly. For relaxation Sue heads to the beach house where they enjoy many extended family gatherings.
Financial Adviser – Risk Insurance
BBS, GDipBus(Personal Financial Planning)
Director, Graduate, Wife, Mother, Daughter, Sister, Friend, and Financial Adviser, 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.Read More
Lynda’s focus from the first meeting is to find out about you, your hopes and dreams, your challenges and your fears, and then to set in place a protection plan that helps you mitigate the risks that are of most concern to you. It is clear that life is far from black and white when you are battling a terminal illness or unable to work for a prolonged period of time; and this is when Lynda’s help and advice is invaluable for you, as she helps you navigate the claims process.
Our business philosophy is simple – have a protection plan that is robust to protect your ability to continue as a practitioner or will deliver the right amount of money, to the right people, at the right time if you can’t. Ensuring we set 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 as you build and grow, and this often means decreasing levels of insurance when your assets have been built to cover – which can then lead to substantial premium savings.
Walking our beaches and countryside, bashing a squash ball, and enjoying wine and food with family and friends are a few of Lynda’s favourite past times … and hopefully all help to provide some level of self-insurance!
Financial Adviser – Investments & Risk
Nera has been working in the financial services industry since 2015. As a well organised individual Nera is able to keep multiple priorities in mind while aiming for the best outcome for her clients.
After completing specific finance-based studying Nera graduated in 2018 with her New Zealand Certificate in Financial Services and commenced her career as a financial adviser. Nera brings welcome skills to MFAS with her expertise in investment and insurance planning and a modern approach to digital interfacing, leading to better client outcomes.Read More
Beyond work, Nera enjoys long walks, getting to the gym regularly and being the cheerleader at her partner’s football games. When time permits, she loves travelling to new countries and plays the part of a tourist with considerable panache.
Financial Adviser – Mortgages
Rajendra offers extensive financial service knowledge and experience in his area of expertise of mortgages and loans. Having been working in the financial services industry since 2001, the last 18 years with BNZ, Rajendra has built his career as a trusted financial adviser.
His success has been based around working with professionals from many industries and backgrounds, predominantly in the healthcare sector and also accounting, law, and corporate.
Rajendra works closely with clients to ensure that their specific needs and goals are met, through customised mortgage, loan, and banking solutions. Rajendra goes beyond expectations to make the process as smooth and stress-free as possible.Read More