ALEX TALOPA'U

Registered Financial Adviser

I began my journey in the financial services sector over 25 years ago. Initially working for a number of Chartered Accountancy firms both in Samoa (my home country) and New Zealand before setting up my own Accountancy firm in Auckland. My experience also includes working in the Private sector, Banking industry, Central Bank and an Offshore Financial Institution.

 

In 2011 I became an Authorised Financial Adviser and currently operating as a Registered Financial Advisor and chose to specialise in the areas of KiwiSaver and Insurance, both personal and business.  
 

After falling in love with Mount Maunganui I made the decision to sell my business and move my family to Tauranga where I continue to operate as an Insurance and Kiwisaver Adviser. As a Samoan, my focus is on helping my people, the Pacific community, achieve financial success and I am known to my clients as the Pasifika Adviser for Pasifika People. 
 

As a homeowner, business owner, Accountant and Financial Adviser, I want to show my people, community and clients how they can be financially sorted.  My philosophy is to keep things simple, and I pride myself on being able to provide advice to my clients in terms they can easily understand, without all the overwhelming financial jargon!
 

Outside of work you will find me spending time with my wonderful family and focusing on my health and wellbeing. If you’re an early riser you may see me start my day with a walk to the top of beautiful Mount Maunganui to see the sunrise!

Alex Talopa'u Disclosure Statement

Loan Application Form

Authority and Declaration

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Lending, Insurance and policy criteria and terms and conditions apply. Content on this website is general in nature and is not a recommendation, opinion or guidance to any individuals in relation to acquiring or disposing of a financial product. Readers should not rely on this content and should always seek specific financial advice appropriate to their own individual circumstances.

Joanne Walker

Registered Financial  Adviser

Partner

Albany Office, Auckland

021 660 307

jo@trebla.nz

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