Home  →  Team   →   Codie Smith

    Contact Form

      What do you do?

      Most clients don’t have the time to manage their financial needs, as a Relationship Manager I enjoy taking the time to understand their Bigger Picture and deliver more than just investment management.  

      Why do you do it?

      Seeing our clients’ goals and dreams realised as a result of the solutions we put in place is a big tick for me.  

      I have a deep interest in helping people achieve what they want in life. I’m passionate about people, building good relationships and keeping financial planning simple.  

      What’s on top of your bucket list?

      I have a big bucket list! From sky diving, seeing the Northern lights to attending a pottery class and hosting the family Christmas dinner. Lots to see and do!