Meet the Advisers

Currently Pascoe Barton has two fulltime Authorised Financial Advisers, namely Steven Barton  and Susan Pascoe Barton . Both are very experienced, academically qualified and have been authorised by the Financial Markets Authority under section 55 of the Financial Advisers Act 2008 to provide financial advice, discretionary investment management services and investment planning services.

We are a husband and wife team. We have two teenage daughters. We try to achieve a good work/life balance and we encourage clients to do the same.

We enjoy spending family time together. This has included travelling as a family to the Middle East, Europe, the United States and the South Pacific.

Since moving to Whakatane, we have developed a large easy to care for garden which endeavours to make the most use of our park like environment overlooking Sullivan Lake.

Work wise, we strive to maintain a high quality of service, and work with a select group of clients. Every client is an individual. We spend time getting to know our clients so we can help them achieve their goals. We do not focus just on their investment goals, as we like to see clients also achieve their life goals.

One of our real strengths is our ability to interpret research and translate that into a successful workable form within our managed portfolios.

 is a registered certification mark of the Certified Financial Planner Board of Standards Inc.