About the DecisionMakers team
We are confident our tailor-made plans and investment strategies offer you the best chance of being financially independent. Gain the advantage of our co-operative network of advisers who share knowledge, expertise and insight while offering collaborative support.
As an independent advisory service, we don’t work for a fund manager or large corporation – we are dedicated solely to our clients.
Work with one adviser, receive the experience of many
Because we are a co-operative, when you work with our advisers, you’re not just dealing with an employee – you’re talking directly with an owner and director of the company.
We’re with you long term, just a phone call away
Understand exactly what your options are and what needs to be done – we believe transparency around your financial situation and options is vital to good decision making, so we leave financial jargon at the door and communicate clearly at every stage of the process.
For the years you work with us, we’ll take a weight off your shoulders by actively managing your investments.
Financial Adviser, Takapuna
B.Com Economics and Accounting, Member Financial Advice NZ, Authorised Financial Adviser, Member Chartered Accountants Australia New Zealand.
A member of the Chartered Accountants of Australia New Zealand for 40 years, and with decades of experience in major companies across NZ and the U.K., Phil loves educating clients about financial management and designing their portfolios to meet their financial ambitions.
Phil works with a very broad range of clients but nowadays tends to specialise in workers approaching retirement and retirees. He relishes the challenge of helping his clients make the most of their wealth and provides open, realistic advice for their situations and ambitions.
As a founding member of the DecisionMakers Group, Phil is known affectionately as “the old guy”. He is always ready with a good story to tell, and as the Company Secretary he looks after the group’s finances.
Outside of work, Phil is a keen sportsman with a fondness for rugby, golf and racing, and has been involved in a number of sports club committees.
Financial Adviser, Takapuna & Lower Hutt
GradDipBusStud (Personal Financial Planning), Certified Financial Planner, Financial Advice NZ Member, Authorised Financial Adviser.
Having entered the profession in his twenties, Colin now has over 20 years’ experience in financial planning and was one of the founders of DecisionMakers. He finds daily reward in establishing long term relationships with his clients, sharing their victories and supporting their journeys.
Colin works primarily with people who are within sight of retirement or already retired and who are eager to make the most of their accumulated resources by generating reliable passive income from their assets.
In the office, Colin is our go-to guy and problem solver - always ready to lend a hand for leadership or support. This has included his years serving as Chairman of the Institute of Financial Advisers (IFA) in Auckland, and as National IFA Council member. He values continuous improvement and keeps up to date with sector developments and technology.
Outside of work, Colin enjoys travel, eating out, and staying fit with his wife and two teenage daughters. He is also passionate about restoring “Albert”, a classic 1957 Ford Anglia that belonged to his grandfather, and sponsoring an annual bowling club event in memory of his late father-in-law.
Financial Adviser, Tauranga
GradDipBusStud (Personal Financial Planning), Certified Financial Planner, Financial Advice NZ Member, CFA Society NZ Associate Member, Authorised Financial Adviser, Transitional FAP License, BSc.
An investment adviser for over 12 years, Phil enjoys lifting the burden of money management off his clients’ shoulders, so they can focus on what’s important to them.
Many of Phil’s clients are in or approaching retirement. They each have unique challenges, goals, and backgrounds – which he loves hearing stories about! He makes it his mission to provide solid professional advice to each and every client so they can rest easy in knowing they’re taken care of.
We know Phil in the team for his sense of humour and always being keen for a long walk on the beach (living in Tauranga, we can’t blame him!). When he’s not in the office, Phil enjoys getting out kayak fishing, hiking in the bush, or trail running. He can also be found helping his mother solve her computer problems.
Financial Adviser, Tauranga
GradDipBusStud (Personal Financial Planning), Certified Financial Planner, Financial Advice NZ Member, CFA Society NZ Associate Member, Responsible Investment Association Australasia, Financial Adviser Member. Authorised Financial Adviser with Transitional FAP License.
Having been an investment adviser for over 18 years, Tanya gets the most enjoyment out of seeing people live the life they plan to. After working out a plan together, she helps to manage the ups and downs of life along the way.
Most of her clients are over the age of 55, from the generation of people whose legacy is the beautiful country we live in today. At least half of her clients take a monthly income from their investments, and although it can be challenging to manage at times, it makes her job more interesting!
Tanya is known in the team for her technical and IT skills and loves to use these to discover new (and hopefully better) ways of doing things. Tanya has a full life outside work, with three children at home, a middle-aged chocolate Labrador, and a dedication to organising and supporting local charitable events.
Office Manager, Takapuna
From a 30 year background in banking and investment, Lyndell has been part of our DecisionMakers team for 13 years and brings her strong understanding of the profession to all of her work.
Working closely with Tim Shand on day-to-day administration, Lyndell knows our clients well and enjoys being part of the close-knit DecisionMakers team. Outside of work, Lyndell enjoys spending time with her family and travelling.
Office Manager, Takapuna
With a background in finance and banking, Kate combines her experience and comprehensive knowledge of our portfolio management system to support DecisionMakers’ advisers and clients.
Kate works closely with Colin and his clients, providing outstanding continuity of care. When not in the office, Kate is keeping up with her two primary-aged children, getting outdoors and exploring.