Profiles

Alan Burns - Principal

Alan Burns is an Authorised Financial Adviser, a member of the Financial Planners and Insurance Advisors Association (FPIAA) and he complies with the FPIAA code of ethics in all facets of his practice.

“I have been doing this work since the 1970s and grow more passionate about it every year. I feel extraordinarily privileged to work with people in the way that I do. Risk Management and Wealth Management are the yin and yang of financial lifestyle management. I help people develop their own clear picture of what their financial lifestyle looks like, and what it can look like in the future.”

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Mark Dobson – General Manager

Alan’s passion for his work and clients, underpinned by his independence, integrity and dependability make Red the perfect partner for our clients. You can’t beat the combination of these corner-stone qualities in any business. Alan is ably supported by a small team of dedicated client service staff who are committed to looking after clients needs. Working in this small, flexible and dynamic team makes life exciting.

I have a banking background and my financial services experience, coupled with my business management degree (Waikato) enable me to support Alan and our advisers from my management/administration role as General Manager. I believe that Red’s success is measured by our 
clients’ success. By understanding and working with our clients to 
achieve their lifestyle and financial goals we create our own destiny and 
guarantee a fruitful future.

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Abby Burns - Advisor

I love the fact that I work in the family business. It means that I can confidently look forward to a lifetime career in this work and therefore my clients can expect consistent, continuous service from me. Already many of my clients have become friends and I expect that we’ll all go through life’s ups and downs together, with me providing reassurance just when it’s needed.

There are not a lot of younger advisors around. I guess the complexity and responsibility of the role doesn’t appeal to many but I am lucky to have Dad as my mentor and the solid resources of RED behind me. The more I learn, the more I believe in the value of our service and I am proud that the work I do makes a genuine difference to people’s lives.

Email Abby or
Abby's  website www.abbyburns.co.nz

Claire Ratahi - Client Services Manager

Having worked alongside Alan predominantly in the area of Client Services since 2002, and with a background of customer-focused roles, I have gathered lots of knowledge and experience along the way.

The ultimate goal for myself and the Client Services Team at RED is to provide you with the best possible service and to be there when you need our help. We want all our clients to feel happy and comfortable in the knowledge that we know how to handle your query, and if we don’t know the answer to your question, we always know how to find out! It’s good to know that our expertise has often made a difference for clients making claims.

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Donna Monroe – Client Relationships

Having joined RED quite recently I am really impressed by the dedication of the people here. They demonstrate an absolute belief in the worth of their work and it feels wonderful to be a part of that.

I know that when I’m talking with clients I represent a team of people who perform, who put themselves out to look after their clients and who do work that really matters.

After many years selling luxury cars I’m loving the change of environment and I’m looking forward to learning more about this rewarding business.

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