Malcolm Papworth has been our Financial Adviser under the umbrella of Papworth Financial Advisers Ltd, since we sold our farming business in 2007. During this time we have found him to be honest and trustworthy in all of his dealings with our financial planning affairs. He has made himself readily available and adaptable to all our decisions and ideas, and made a real commitment to assist our transition from living off business income to that of growth & income from a portfolio of investments. His advice on financial matters has been sound. We have experienced some difficult times as well as fruitful ones together to the extent that we now count Malcolm as not only a business partner but also a friend. We have continued our client-adviser relationship with Malcolm since shifting to Hawkes Bay in 2011 and can thoroughly recommend him to any future client.
I began my financial journey with Malcolm Papworth in 1987 purchasing Life, Income and Medical insurance to provide protection for my family. When I returned to work in the United Kingdom, I sold my residential property and invested the profit with Malcolm in a Managed Portfolio and also gave him joint “power of attorney” to ensure my affairs were looked after in a professional fiscal manner. Now, back working in New Zealand, I have continued taking Malcolm’s advice by joining Kiwisaver as a top-up retirement savings plan. Malcolm’s investment knowledge, our regular meetings and the easy to understand Managed Investment reports I receive from him are extremely beneficial in helping me to remain focused on my vision of achieving financial independence when I complete my working journey upon retirement at age 65. Malcolm’s honesty, integrity and enthusiasm to achieve the very best results for his clients has always impressed me over the years. It is reassuring to find a person who cares about what I value in life, that of having the freedom of choice in the years to come.