“Alan Borthwick runs a successful full service financial advice business in Wellington, which has grown and grown because of his impressive domain knowledge and determination to keep improving his business every day. His service is broadly based and takes a whole of person view when considering the needs of clients – that encompasses the ability to consider a wide range of effects, possibilities, and solutions. He focuses on the customer, not a product sale. Always practical, Alan’s approach to financial planning is also adaptable and he is interested in new concepts and delights in thinking innovatively. We have found his involvement in our review of digital advice processes very valuable and will be working with Alan again in the future.”

Russell Hutchinson

Chatswood consulting/Quality Product Research

“Many advisers profess to have a wide range of knowledge and skills, but few have as wide a range of specialty knowledge as Alan. The breadth of his financial services skillset is extraordinary, and his ability to coach positive change with clients and other advisers is a rarity.

 While these attributes make him exceptional in my view, the real magic is that he adds deep thought to create very practical solutions for those he works with.  The ability to cut through the noise and the jargon of the business and get down to the practicalities which will actually make a positive difference means that those who work with Alan get the benefit of excellent thinking and hard thought being done on their behalf, with them then only having to follow what becomes an easy-to-understand set of actions.

 It is “practical professionalism” in action, and excellent value.

 Frankly, I think he should charge a lot more for what he does. He’s worth it.”

Tony Vidler

Strictly Business - Adviser Coach