When seeking investment or insurance advice, we believe professional and specialised expertise is vital.
We have qualified advisers able to provide you with high quality, professional advice tailored to your objectives, needs and personal circumstances.
Our advisers are members of and adhere to the ethics and standards of the Institute of Financial Advisers (IFA).
As a client of Naylor Lawrence & Associates Financial Planning you will receive timely, considerate and professional advice tailored to your individual needs and objectives.
Adviser Profiles
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Michael Lawrence - Director
Michael joined Naylor Lawrence & Associates predecessor firm in 1978 having been educated at Palmerston North Boys High School. His business experience covers a wide range of financial and taxation advice. Michael has also developed a specialist expertise in providing personal financial planning.
Michael is a Certified Financial Planner (CFP). Certified Financial Planner (CFP) is a financial planning designation internationally recognised as the most well-known credential and the highest standard worldwide for financial planners.
Michael is a member of the New Zealand Institute of Chartered Accountants (NZICA) and the Institute of Financial Advisers (IFA) and is bound by the ethical standards of both those organisations.
Disclosure Statement
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Rosemary Hopcroft - Associate
Rosemary joined Naylor Lawrence & Associates, predecessor PricewaterhouseCoopers, in 1996 and her business experience covers a wide range of taxation, financial planning, and investment advisory assignments for individuals. Rosemary was made an Associate of the firm in August 2007 and is responsible for the overall delivery of financial planning services within the financial planning division of the firm.
Rosemary holds a Bachelor of Business Studies in Accountancy and is an Associate Chartered Accountant.
In addition, Rosemary is a Certified Financial Planner (CFP). Certified Financial Planner (CFP) is the financial planning designation recognised internationally as the highest credential for financial planning worldwide. The CFP mark distinguishes that person as being amongst the most experienced and knowledgeable in their profession.
Rosemary is also a member of the New Zealand Institute of Chartered Accountants and the Institute of Financial Advisers (IFA) and is therefore bound by the ethical standards of both those organisations.
Rosemary was the runner-up in the national Young Financial Planner of the Year 2004 awards.
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Julie Rayner - Financial Adviser
Julie joined Naylor Lawrence & Associates in 2006 as a result of significant growth in the Financial Planning Division.
Her business experience covers a wide range of administration, taxation, trust & estate planning, general accounting and legal assignments.
Julie holds an honours degree in Business Management from the University of Otago and has also attained Legal Executive status with the New Zealand Law Society.
Julie is responsible for the overall maintenance and development of administrative systems within the Financial Planning Division. In addition she gives advice on fixed interest investments, retirement planning and KiwiSaver.
Julie is also a member of the Institute of Financial Advisers (IFA) and is currently studying towards acheiving Certifed Financial Planner (CFP) status.
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