About Us

Our Mission

We are an independent research house who provide investment analysis and tools to our members so they can make better & more informed investment decisions. Our members always come first, and we are committed to improving the investor experience.

Investor Education

A critical part of our service is to educate our members and the public, in order to "level the playing field" and demystify stock market investing. Our Members are also invited to attend interactive Investor Workshop Days.

FREE STOCK MARKET EDUCATION SEMINARS AUCKLAND CBD
Meet The Team
Hamesh Sharma

Hamesh is Head of Research and has worked as an analyst for 5-years in the Investment Strategy Team at Goldman Sachs JB Were in Auckland, and has previously spent time at the Reserve Bank of NZ. Hamesh has completed a Commerce (1st Class Honours - Finance) & Law Degree at the University of Auckland.

Jeremy Medlin

Jeremy has over 10 years of experience in stock investing and his most recent role was as a broker in Auckland. Prior to that Jeremy spent time in London on his OE. Jeremy completed his tertiary studies at the University of Otago.

Andrew Gibbs

Andrew has been involved in the financial markets in NZ and overseas since 2001 working for one of the largest Wealth Management Firms in NZ until 2005 and in 2008 set up Halifax New Zealand. Andrew holds a Degree in Economics & Accounting, a NZX Diploma, a Graduate Diploma in Applied Finance & Investment and is an ASX Level 2 Derivatives Adviser.

Pavan Sharma

Pavan acquired a Property (Honours) and Commerce degree from the University of Auckland, while working in the property industry in a research and valuation role. Prior to joining the team he took a break from professional services and was involved with running his own business for a few years.