Ross Frater

Financial Adviser

  • Specialising in
    KiwiSaver, Investments, Life Insurance, Health Insurance, and General Insurance
  • Working at
    Core Advice Limited

Hello, nice to meet you! I'm Ross Frater and I'm your local financial adviser in Core Advice Limited.

I’m specialised in

KiwiSaver
Investments
Life Insurance
Health Insurance
General Insurance

Let me introduce myself

After more than three decades helping people manage their money and insurances, I know the value of good advice. While it’s tough seeing clients face a health crisis or unexpected event, it’s reassuring to know that planning ahead can help ease the financial stress. When I’m not in the office you can find me in the stunning Marlborough Sounds, riding my bikes, spinning the Chocolate Wheel at the St Mary’s School gala or playing guitar dreaming of being a rock star. With two boys keeping me on my toes, I know how busy life can get. Give me a call, and I’ll take care of the running around to sort out your financial situation.

I provide financial advice on behalf of Wealthpoint Limited which holds a Financial Advice Provider license. I am qualified as a Certified Financial Planner (CM), Chartered Life Underwriter, hold a Bachelor in Business Studies (Management) and am a founding member of Financial Advice New Zealand holding the Trusted Adviser mark.

Website: Core Advice

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