When Ron Jarden started his company in the fitting room of a Wellington menswear store in 1961, he didn’t expect it to become New Zealand’s leading investment and advisory group. Nor did he expect it to have offices all over New Zealand, including Tauranga.
A former All Black, Ron brought his commitment on the field to Jarden, to deliver the best possible outcomes for his clients – and this remains a pillar of Jarden’s work today for 50,000+ Kiwis.
Driven by helping New Zealand reach its potential by connecting insights, people and capital to deliver exceptional outcomes, Jarden’s Tauranga-based wealth advisers, Sarah Ashby and Simon Bradley, are pleased to support the fast-growing community with their expertise.
Sarah has almost 20 years’ experience in financial services. She is passionate about building relationships with her clients and designing portfolios that are understandable and engaging for clients. Having called the Bay of Plenty home since 2011, Sarah enjoys fishing and regular climbs up Mt Maunganui and the Papamoa Hills.
Having spent 18 years working in financial markets in Europe and Asia, Simon returned to the region his wife grew up in to raise their young family on an avocado orchard in Western Bay of Plenty. Simon has extensive knowledge of global markets and takes great satisfaction in helping clients achieve their financial goals and build wealth for future generations.
“Since opening in October 2022, we’ve felt really welcomed by our clients and have loved the chance to bring the breadth and depth of Jarden’s market leading research together with an innovative approach to understanding what our clients want to achieve,” said Sarah.
The Jarden Tauranga team supports locals with wealth management services ranging from investment portfolio and transactional advice to Jarden’s Discretionary Investment Management Service (DIMS) where the adviser manages the investment portfolio on the client’s behalf.
Jarden places importance on understanding a client’s financial needs and risk appetite, and respecting restrictions they may wish to observe in their asset selection. This is backed by how they apply market leading research to support decision making.
“Tauranga and the wider Bay of Plenty is growing fast, and we love getting to know our clients to provide the best service we can for them.
“Our duty of care at Jarden extends beyond our direct client work. We are proud gold level sponsors of Papamoa’s Surf Life Saving Club and also support Omokoroa Golf Club, which both play important roles in our local community,” said Simon.
Sarah and Simon look forward to supporting Jarden’s clients over the coming year and beyond.
→ Sarah Ashby 027 211 0760
→ Simon Bradley 027 427 3899
Disclaimer: Sarah Ashby and Simon Bradley are Wealth Management Advisers at Jarden. The information and commentary in this article are provided for general information purposes only. It reflects views and research available at the time of publication, using external sources, systems and other data and information we believe to be accurate, complete and reliable at the time of preparation. We make no representation or warranty as to the accuracy, correctness and completeness of that information, and will not be liable or responsible for any error or omission. It is not to be relied upon as a basis for making any investment decision. Please seek specific investment advice before making any investment decision or taking any action. Jarden Securities Limited is an NZX Firm. A financial advice provider disclosure statement is available free of charge at www.jarden.co.nz/our-services/wealth-management/financial-advice-provider-disclosure-statement