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Hamish McPhail, LL.B, AFA, CFP CM
Director
021 632-226

While Hamish continues to deny his advancing years, it is indisputable that he commenced his financial planning career as long ago as 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.
 
Previous to all this, Hamish worked as a solicitor with NZ Guardian Trust and then Simpson Grierson until overcome by the rigors of completing the six minute time sheets. Hamish retains a keen interest in estate and trust law.
 
After more than 20 years as a financial adviser, understanding client requirements and the interaction with investment markets has been a critical skill. Hamish follows the philosophy, inured through hard experience, that investment strategies which protect against loss are critical for sustainable financial wealth.

Beyond work Hamish participates in numerous sporting activities, voracious reading and the constant pursuit of clutter free sandy beaches to lie upon.

Sue Stewart, AFA, CFP CM
Director
027 297-0950

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” medicos do not always have the capacity to maximise their own financial affairs. Sue knows it is important to have a clear and cogent investment strategy to ensure the strong income earned is put to good purpose. It is natural to want financial security for your future years, but also essential to enjoy life on the way (and in Sue’s case this means following her children around the world!). The investment strategy that Sue will design for you will provide knowledge of what is needed to accumulate sufficient wealth to be in a position to “hang up the shingle” when you choose (through discipline and logic to your savings regime) and enjoy the standard of living you would like through what might be a 25-30 year retirement period.

Sue believes MFAS offers their clients a very personable and personal service. She takes special delight in developing the long term relationships required for successful financial planning.
Sue and her family are keen skiiers, both water and snow and Sue also enjoys getting to the gym regularly. For relaxation Sue heads to the beach house where they enjoy many extended family gatherings.

Lynda Taylor, AFA CM
Risk Specialist
021 667 934

Director, Graduate, Wife, Mother, Daughter, Sister, Friend, and Authorised Financial Adviser (FSP9762), Lynda is our in house risk expert, and happy to assist you, your family and your business with a well-structure 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.  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.

Lynda’s expertise in financial services began in 2006 when she realised that she enjoyed the challenge of self-employment and had a head for figures. She had always enjoyed meeting new people and giving them positive experiences and entry into this field gave her the perfect opportunity to combine these skills and interests. Equipped with a Diploma in Financial Planning from Massey University, Lynda gained experience working for Sentinel and UDC before starting her own insurance brokerage in 2009.

Lynda's focus is on the client from the first meeting when we find out about you, your hopes and dreams, your challenges and your fears, through to claim time. Having helped clients out at claim time, 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. 

Our business philosophy is simple – have a protection plan that is robust and will deliver the right amount of money to the right people at the right time. Ensuring we set the policy up correctly at the outset ensures we deliver the results at claim time. Remaining up to date is critical and Lynda regularly attends industry conferences and attends professional developments days.

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 help to provide some level of self-insurance!  


Ryan Amoore
Mortgage Specialist
021 662 205

I am the newest member of the MFAS team and have joined to help clients with their mortgage requirements, a service that has definitely proved popular!

If you prefer personalised service and access to every mortgage lender in NZ then I am available to help.  Instead of you having to contact and compare multiple lenders let me do the "leg work" for you as I will ensure your application is put to the most competitive and effective lender.

I work on the principle that if I manage the detail, then it simplifies the experience for you. I will also communicate with you on time, every time so that your property transaction becomes the pleasurable new project it should be.

If you are after a smooth process with clear sight of the finish line, a mortgage structure to allow you to pay down your debt efficiently, less work, lower interest rates and higher cash contributions then I can help you achieve these goals.  We don't charge a fee for this service so effectively this is a free lunch.

A mortgage practitioner's life involves long working hours to fit with clients' busy schedules.  When time does permit it is always a pleasure to get away and spend time with my (ever forgiving) wife and young family.