SARAH MITCHELSON

Like many of our people, and in particular the client services team, Sarah enjoys the relationship she builds with clients and those occasions when she makes their day just that little bit brighter. Sarah is a highly skilled Client Services Manager with over 9 years of experience within the financial advising industry and has outstanding problem solving abilities and a proven track record of delivering high quality outcomes for our clients.

A philosophy of accepting and appreciating what you already have, but also having the courage to expand and spread your wings combined with a passion for environment conservation, protection of endangered animals and her favour quote from her Grandpa “Kia kaha mo te aroha”, invokes a certain stereotype.

Despite all the above being true, Sarah does not fit this stereotype. Adrenalin activities like snowboarding, scuba diving and playing rugby union are other passions and together with her notorious social life and unique laugh, this means that she is somewhat of an enigma and also the clear winner of the internal poll to identify the biggest character in the office. What a claim to fame!

Testimonials

  • It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. read more
  • The expertise and attention to detail with which you have handled our financial affairs could not be faulted. read more
  • We have a feeling of certainty in the absolute integrity of your dealings with us. read more
  • What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. read more
  • Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible. read more
  • You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. read more
  • You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. read more
  • Aspire Retire has assisted me with my complex financial structures and I have been more than happy with the results. read more
  • As a retired financial planner I wanted someone that was professionally qualified, a member of a professional association, an experienced investor, someone who was knowledgeable, ethical and not interested in only making as much money for themselves as they could. Aspire Retire meets all of the above criteria. read more
  • Having worked closely with Stephen and Olivia for a couple of years in the financial planning field, I am confident that they would be around for the long term and would always have my best interests at heart. read more
  • We were very impressed with the personalised professional service and advice given to us, and how you have tailored this specifically to suit our situation and future needs. read more
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