Doing business with people you can trust
We are primarily in the business of trust and we understand this. It is the backbone of our culture. Assisting clients to preserve and grow their wealth is a responsibility we take very seriously. We also understand the importance of privacy and confidentiality. You can be assured that when you work with us you will find we are respectful and courteous but also 'down to earth' and honest with our advice.
Mike Newton (B.Bus, DFP, AFA, CFPcm)
Mike has more than 30 years' experience in the investment management and banking industry. Prior to NEWTON ROSS, he was the Chief Operating Officer for BT Funds Management Limited (NZ) and Director of Investments for the Sovereign Group. He has also held senior investment management positions in Australia.
Mike is an Authorised Financial Adviser (FSP No. 8121) and a Certified Financial Planner CFPCM and a Practitioner Member of Financial Advice New Zealand.
Mike is married with three children and lives in Devonport, Auckland. He enjoys the outdoors being a keen fisherman, hunter and tramper.
M: 021 461 236
Wayne Ross (BMS Fin.Econ, AFA)
Wayne has 25 years' experience in investment management and finance industries. Prior to NEWTON ROSS, he was General Manager Investments for the Sovereign Group where he was responsible for the investment of NZ$3.5bn on behalf of 600,000 investors. Wayne has extensive direct portfolio management skills as well as fund manager selection, portfolio construction and asset allocation experience.
Wayne is an Authorised Financial Adviser (FSP No. 8201) and is a member of the Society of Independent Financial Advisers (SIFA).
Wayne is married and lives in Army Bay, Whangaparaoa. He has successfully completed several Ironman triathlons, is actively involved in the Hibiscus Coast triathlon club and enjoys multisports, golf, fishing and travel.
M: 021 283 0406
Alan G Read (CFPcm, AFA)
Alan's career life has been in finance and investments. After 28 years initially in Banking, the last four of those years as Manager of Westpac's personal investment centres, Alan moved into private practice specialising in financial planning and investment advice. Alan joined NEWTON ROSS in 2010 and looks after our clients in the Bay of Plenty.
Alan is an Authorised Financial Adviser (FSP No. 16401), a Certified Financial Planner CFPcm and a Practitioner Member of Financial Advice New Zealand.
Alan lives in Tauranga and has been actively involved in the community through Rotary, Surf Life Saving, and amateur theatre groups. Alan was a Surfer for over 40 years, rides cruiser motorbikes and participates in two music groups playing guitar.
M: 027 477 3284
Drew Hoffman BSC (Mathematics), JD (US Law Degree), AFA
Drew has been engaged in the financial service industry for the last 19 years, primarily in wealth management and retirement planning. Drew’s wealth management career started in the United States where he worked for USB and Merrill Lynch for 10 years specialising in retirement planning. He has extensive experience with US clients living in New Zealand assisting them with the complexities of their US retirement plans and other assets. Prior to NEWTON ROSS, he worked at New Zealand's financial services regulator where he monitored financial advisers. In his first career, he was a practicing lawyer for over 18 years.
Drew is an Authorised Financial Adviser (FSP No. 106224). Drew has a Bachelor of Science in Mathematics (summa cum laude) and a US Law degree (JD with distinction)
Drew lives in Rothesay Bay with his wife and three sons. He is a very keen tennis player participating in club competition.
M: 021 655 754
Mark Steedman (AFA, CFPcm , GradDipBusStud (PFP))
Mark has more than 29 years’ experience working within financial services. Prior to joining NEWTON ROSS, Mark worked in Private Banking and Wealth Management for HSBC for 19 years where he held the position of Senior Relationship Manager. Previous to this role, Mark worked for Old Mutual Plc in the United Kingdom and ANZ Bank New Zealand.
Mark has substantial experience working with higher net worth clients, and is well positioned to understand the requirements of financially successful individuals and families.
Mark is an Authorised Financial Adviser (FSP No.503626), a Certified Financial Planner (CFPCM), and a Practioner Member of Financial Advice New Zealand and the Society of Independent Financial Advisers (SIFA).
Mark is married with three children and lives in West Harbour, Auckland. Mark enjoys golf, music and theatre.
M: 027 200 1487
Holly Armstrong - Private Wealth Analyst B.Com. (Finance)
Holly graduated from the University of Auckland in 2014, with a Batchelor of Commerce majoring in Finance. Prior to joining Newton Ross she interned at Titan NZ Funding Trust before working in local government finance.
Holly lives in Dairy Flat and is a keen equestrienne. She also enjoys skiing and classic novels.
T: 09 377 5777
Penny Pryde - Office Manager
Penny has over 20 years' experience in the finance industry, performing a wide range of administrative roles. Prior to working for NEWTON ROSS, she worked for Aegis Limited, JB Were and other leading financial institutions.
Penny is married with two sons and lives in Wade Heads, Whangaparaoa. Penny enjoys exploring the great outdoors and entertaining friends and family.
T: 09 377 5777