Meet the Total Wealth Team

Katrina Studholme – Director / Financial Adviser, BCM, PgDipPFP

Katrina has worked in the financial services industry since 2001, including Personal Manager and Business Manager Roles during 8 years of service with the Bank of New Zealand.  From there Katrina joined First Capital Financial Services as a Financial Planner in 2009 where she was responsible for looking after the investment client base and numerous group super schemes, before leaving in July 2013 to start Total Wealth Limited.

Katrina also has a background in economics and statistical analysis, which she utilises when assessing the suitability of investment products and providers.

As a Financial Planner it is Katrina’s role to help clients achieve the lifestyle of their choice and to ensure that the wealth they work so hard to put together stays together. This is achieved by financial planning solutions, through investments and insurances, to help protect her clients from life’s unforeseen events and to help them build their future income stream.

 

Mobile: 027 247 9252

Telephone: 03 377 2855

Email: katrina@totalwealth.co.nz

Brian Coker – Consultant, PgDipPFP

Brian comes to Total Wealth Limited with extensive experience gained over the past 30+ years. Initially working for a major Canterbury law firm Brian specialised in property law matters and trust and estate work, at the same time completing his post graduate diploma in personal financial planning. At the time of moving to a leading trust company in 2001 Brian was the firm’s estate and trust manager and undertook financial planning and investment work for a diverse range of estates, trusts and private clients.

Financial planning has been the sole focus of Brian’s work in subsequent roles which have included a period as national manager of advisory services for a trust company.

Brian doesn’t take his duty to clients lightly and is aware of the trust placed in him to assist in managing and protecting a client’s investments so that they have the confidence to enjoy life and sleep easy at night.

Brian has surrendered his financial adviser registration and will not provide advice directly to clients but in a part-time capacity will support Katrina in providing the best advice and solutions to meet client’s needs.

In 2011 Brian lost both legs in the devastating Christchurch earthquake. While this has hampered his love of tramping it has not prevented him from competing in the New York marathon, travelling with wife, Helen and indulging in their joint passion for gardening on 3600m2 around their new West Melton home.

Mobile:  027 434 8383

Telephone:  03 377 2855

Email:   brian@totalwealth.co.nz    

Total Wealth Limited
PO Box 37058, Christchurch NZ