James Usmar
Investment Adviser, AFA, NZX Adviser
09 363 8730
021909741
As a migrant himself James specialises in creating portfolios that qualify new migrants for residency. Having studied Natural Sciences at the University of Plymouth, and attending night school over the last twenty years, James has many strings to his bow, including holding a UK VHF operators licence, has flown a plane around the Hauraki Gulf and was a competitive marksman. Although he misses the cold weather at Christmas, complaining and warm beer it is the kiwi lifestyle including tramping, skiing, sailing, flat whites and jelly tips that he relishes. James gets a real buzz knowing that he is helping his clients reach their financial goals, for one particular client he was able to help his client make enough profit over a three year period to pay off their mortgage and set them up for retirement.