Telling Roger Swift about your private financial matters is not a daunting task –because he immediately puts you at ease with his warmth, authenticity, and humour.

An extensive background in retail and corporate banking over decades in the industry both in New Zealand and abroad has failed to turn him into a finance bore in a suit!

But it has given him the experience and expertise to help clients work towards their goals faster – and he understands the emotional benefits of taking action and seeing results is hugely empowering.

Roger encourages his clients to overcome ‘analysis paralysis’ and be brave in their decisions, providing them with the confidence that he’s there to guide them, and help them do what needs to be done.

Roger loves the outdoors, a laugh, and a central Otago Pinot in equal measures.

Having lived all over the world, he believes Otago is wonderful in every respect.

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Financial adviser

Certificate in Supervision & Management, Institute of Leadership & Management

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