Meet PIP KEAN
Pip joined Cambridge Partners (then Bradley Nuttall) over ten years ago after over a career in sales and leadership at Air New Zealand. She is an authorised financial adviser (AFA).
WHAT’S YOUR BACKGROUND?
Prior to joining Bradley Nuttall I had senior roles in the travel industry, so this was quite a change! Until recently I was working with clients looking at their asset protection – assessing risk and putting strategies in place to help them protect their finances.
I loved working with the clients so decided to take it a step further and completing my studies so I’m now working with them on their overall wealth strategy.
WHAT DO YOU ENJOY MOST ABOUT YOUR ROLE?
Financial well-being is so important, but getting personal finances in order can be a daunting task. For this reason, many New Zealanders end up with costly investments that do not suit their circumstances. I love the opportunity to help people with this, and see the peace of mind that comes from having your financial affairs in order.
WHAT QUALITIES MAKE YOU WELL SUITED TO THIS POSITION?
I think one of my key strengths is my ability to build positive relationships. This is so important in helping people feel confident about handing over details about their financial affairs, which they’ve often rarely shared before.
WHAT DO YOU LOVE MOST ABOUT BEING PART OF CAMBRIDGE PARTNERS?
I love being part of a great collaborative team environment where the strengths of all team members are called upon to ensure clients’ receive the best service.
I also really enjoy working with people to ensure they are financially secure, and able to achieve their goals.
HOW SHOULD PEOPLE THINK ABOUT THEIR MONEY?
Money means different things to different people. By putting a well-designed plan in place, people are able to make wise decisions that will help them achieve the goals that are important to them.
WHAT DO YOU ENJOY DOING OUTSIDE OF WORK HOURS?
I am a committed Cantabrian and in my spare time I enjoy running, travelling and playing golf. I also love spending time with my husband Jamie and my three adult sons are all graduated or at university, and live nearby.
- Member of Institute of Financial Advisers (IFA)
- As a member of Institute of Financial Advisers (IFA) Pip is bound by the IFA’s Code of Ethics, Practice Standards and Bylaws. Her FSP registration number is FSP226825.