Principals Profile

Dennis has personally provided Investment and Financial Planning advice to clients since 1970.

On 7 May 1997, Dennis was authorised as a CERTIFIED FINANCIAL PLANNER Practitioner member of the Institute of Financial Advisers.

Dennis keeps his knowledge up-to-date by attending industry conferences and meetings. He meets the Membership & Certification Bylaws of the Institute of Financial Advisers, who require a minimum of 50 hours Continuing Professional Development in any two consecutive financial years.

Prior to, and in conjunction with the establishment of Transact Wealth Management Limited, Dennis was a Senior Client adviser with the Wellington based Financial Planning Company, Financial Fitness Ltd.

Dennis was a founding Principal and Director of Financial Fitness Ltd from its establishment in 1989, and retired as a Director and Shareholder in the company on 1 August 2006.

"We will help you to enjoy the use of your capital over your lifetime and to make wise decisions about the inevitable changes you will face along the way"

Wendy is Dennis' wife and business partner. Wendy is a principal of Transact Wealth Management and her primary role in the company is office administration.

Wendy is a former employee of Financial Fitness Ltd.