SW Morris & Associates is a young, vibrant and successful Adviser Business within the AMP Adviser Business network. Whether an individual, family or business, our vision is to help you identify and achieve your financial goals. We take the time to understand your unique financial needs and circumstances before recommending the best solution and products we have to help you reach these goals. We provide financial planning advice along with well researched investment and insurance products to our clients.
We specialise in the following areas:
Life Insurance, Business Risk, Investments, KiwiSaver, Advice, Lending
Authorised Financial Adviser
Steve has been in the industry for 25 years, following in the footsteps of his father, the late Bill Morris, who established their Adviser Business in Auckland 1968. Steve is an Authorised Financial Adviser and is a member of the Institute of Financial Advisers (IFA).
“I am the Senior Adviser and founder of S W Morris and Associates. I really enjoy achieving a work life balance by watching my three daughters play sport, perform on stage and spend time out and about on bikes and on holiday around NZ. One of my family’s greatest loves is snow skiing and we especially like getting to less commercial family fields in the South Island. I used to enjoy playing team sports such as cricket and rugby, and now enjoy running, cycling, snow skiing and swimming. Seeing 90 year olds still competing in Ocean Swims around in NZ gives me hope that I will also be participating in these events for a long time”.
Authorised Financial Adviser
Kelly is an Authorised Financial Adviser at SW Morris providing a holistic approach to financial advice including Investment Advice, Retirement Planning, Risk Protection & Mortgage advice.
She has Bachelor of Commerce from the University of Auckland majoring in Marketing & International Business and a number of years’ experience in the financial services industry.
Registered Financial Adviser (Insurances)
DDI: 09 523 5826
Mary is a Registered Financial Adviser specialising in providing personal Life & Health Insurance advice.
After going through Cancer herself, Mary knows how important it is to get the right cover in place to ensure financial stability & future security for your family.
Personal & Group Risk Co-ordinator
DDI: 09 523 5828
Rebecca is the first point of contact for client enquiries; here to assist, answer questions & point you in the right direction. Her aim is to ensure our customer experience is seamless.
Based on the sunny Northshore, Rebecca is passionate about her garden & can be found there (with her cat James) on her days off.
Paraplanner & lending administrator
DDI: 09 523 5827
Very soon to be completing her Bachelor of Business degree majoring in Finance.
Elodie is our paraplanner and lending administrator. She supports our advisers by generating advice related documentation and lending applications. She is also your first point of contact for investment and/or lending queries.
On her days off, you will find Elodie in her kitchen baking, entertaining her puppy (Joey) or training at the gym.
Ros is married to Steve and joined the business in 2005 on a part time basis to manage the accounts and various projects. Her other jobs include CEO of the Morris family, which includes managing 3 busy girls, as well as contracting her project management skills out to businesses. She enjoys keeping fit, playing tennis and catching up with friends and family in her spare time.