Introducing
Stephen Fitzjohn
Email: stephen@taimanawealth.co.nz | Phone: 04 939 6601
Stephen’s Story…
Some people don’t start investing until they are planning for retirement – but Stephen started young, saving earnings from mowing lawns and cleaning a bakery whilst still at school in England, and having a plan to be financial free at age 55.
On leaving school, Stephen moved into retail management, but was soon head-hunted by an existing client, as a result of his can-do attitude and going the extra mile. In 1983, Stephen became a financial adviser to combine his desire to help others with his decision-making skills and financial experience. Whilst working in an advisory role, with what was then the largest insurance and investment company in the UK, he was again head-hunted to work with a large independent financial advice group, as a result of the companies head having witnessed Stephen’s interaction with a mutual client. Stephen migrated to New Zealand in 1993 and continues to stay in contact with people and financial services trends in the UK. After settling in Wellington, he founded what was to later become the Milestone Financial Services Group.
Authorised to provide financial advice and investment planning services, Stephen guides people to places of which they normally only dream. He’s spent many years helping professionals, particularly from the medical field, individuals, families and trusts to focus on their intentions and provide solutions to make these a reality.
Approachable and meticulous in everything he does, Stephen believes in openness and ethics in business, where culture is all important. Stephen’s drive to be surrounded by people with the culture of putting the client interests first led to Taimana Wealth’s formation. His service is unique, and his clients love how Stephen aims to create certainty in an uncertain world.
Stephen enjoys spending his spare time socialising with friends and aiding the community through his involvement with Rotary International and other charities. When the sun shines, you might find him driving his classic car, or else he’s likely to be travelling, tramping, or following sports – especially motorsports.
