Peta-Lee Buckley

I am passionate about helping clients understand what truly matters to them when it comes to managing their money. Once we uncover their goals, we work together to create a clear and achievable path forward. My approach is centred on building genuine relationships, getting to know my clients well, understanding their unique circumstances, and ensuring they feel supported, informed, and confident in every decision they make.

I believe everyone can benefit from quality financial advice at key stages of life, and I love taking the time to connect, chat, and guide clients through the options available to them. My areas of expertise are managed funds, KiwiSaver, and retirement planning. With over 15 years’ experience in the financial advice industry, I’m committed to helping clients make choices that will positively shape their long-term financial wellbeing.

Originally from South Africa, I met my Kiwi husband while on my OE in London, and New Zealand has been home ever since. Outside of work, Glen and I enjoy planning family trips and exploring new places whenever we can. With our three children now venturing into study and work, we’re embracing the fun and freedom that comes with an ‘empty nest’.

If you’re seeking an adviser who is approachable, thorough, and dedicated to supporting you in achieving your financial goals, I would be pleased to guide you through the process.