"We can, and do, rest easy, secure in the knowledge that our financial interests are in good hands..."

G & J

Meet the Advisers

Steven Barton AFA, CFP and Susan Pascoe Barton AFA, CFP.

While we work together as a husband and wife team, we both have our own designated clients. One real advantage we have is that we both get to know each other’s clients, so if for some reason your normal adviser is not available, your needs can usually be fully met by the other.

We are 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, investment management and planning services.

Susan Pascoe Barton’s Background

Susan moved to Whakatane from Te Kuiti with her family when she was eight years old. She attended James St School, Whakatane Intermediate, and Whakatane High School. After leaving high school she attended secretarial college in Hamilton, then returned to Whakatane, and worked for the BNZ. She then had several years overseas working for Chase Manhattan Bank in London and an American firm of London based lawyers. She returned to Whakatane in 1983 and worked at Hamertons Lawyers where she was their first legal executive specialising in estates and trusts.

After several years she moved to Rotorua to work part time, then full time for law firm Hannah Grant for several years as she studied for her National Certificate of Business at Waiariki Institute of Technology. At Hannah Grant she was a legal executive specialising in Trusts and Estates.

Then it was onto Massey University, Palmerston North to complete a Bachelor of Business Studies degree. While studying for her degree, she read in US Text books about personal financial planning. Once she had completed her degree she started work as a financial adviser with Spicers and completed her Diploma in Business Studies (endorsed Personal Financial Planning). Once she had achieved her MRIAFP (equivalent of the CFP designation) she and Steven started their own boutique practice in June 1995.

Steven Barton’s Background

Steven was raised in Palmerston North, attending College Street Normal School, Intermediate Normal School and Palmerston North Boy’s High School. He then attended Massey University obtaining a Bachelor of Agricultural Sciences degree.

In 1980 he joined Wrightson’s initially based in Rotorua, then Te Puke and Whakatane. He was responsible for developing the horticulture, agriculture and forestry input and advisory business in the area. During this period there was a lot of horticultural development particularly Kiwifruit, boysenberries, and Asparagus.

In 1986 he was appointed Marketing Manager of Wrightson subsidiary Coated Seed Limited, where he was heavily involved in the development of insecticide treated grasses, both pastoral and amenity.

In 1990, Steven joined a Californian Agribusiness company responsible for their international sales of spray adjuvants, foliar fertilizers and pollination attractants. He travelled extensively visiting orchards in a number of countries. He visited Kiwifruit orchards in Australia, Chile, Spain, Italy, Iran and California.

Steven commenced his Diploma in Business Studies (endorsed Personal Financial Planning) in 1994 completing it in 1995 when he started working as an investment adviser at Pascoe Barton in Palmerston North. In 2004, we relocated the business to Whakatane for lifestyle purposes.

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.

We are both very analytical and have guided our clients safely through a number of difficult investment periods.

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

We believe that this is one of the key determinants of our client’s investment and lifestyle successes.

 

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