Carl brings over two decades of expertise in financial services, with a career that spans roles at Southern Cross HealthCare and Sovereign Life Insurance. Over the past decade, Carl has specialised in KiwiSaver, helping thousands of Kiwis through its complexities and helping them make informed decisions to enhance their retirement prospects.
Carl’s depth of experience in KiwiSaver fund choices allows him to offer invaluable insights into how current decisions can shape future outcomes. His dedication to explaining options and strategies ensures that clients receive tailored advice suited to their long-term financial goals.
Outside of his professional role, Carl enjoys family time with his wife and two children. He stays active through running and paddleboarding, follows basketball avidly, and loves building and listening to his extensive vinyl collection.
Carl’s financial services career spans more than twenty-five years, with early roles at Southern Cross HealthCare and Sovereign Life Insurance providing a broad grounding in the industry before he moved into his current specialisation. Over the past ten years, his focus has been entirely on KiwiSaver and managed fund investment. He has advised thousands of clients and developed a deep specialist knowledge in these areas.
Carl’s KiwiSaver specialisation has coincided with significant changes to the scheme, including shifts in fund provider offerings, regulatory developments, and the growing importance of KiwiSaver as a retirement savings vehicle for New Zealanders. This ongoing focus ensures his advice reflects the current regulatory environment and the evolving KiwiSaver landscape.
At Threefold, Carl works alongside mortgage, insurance, and financial planning specialists, ensuring clients who are making major financial decisions have access to integrated advice that considers their investment and retirement savings position as part of the whole picture.
Carl is well suited to working with:
Advice is tailored to each client’s individual circumstances, investment objectives and risk profile.
Carl Pheasant is a financial adviser operating under FSP775171. Financial advice is provided in accordance with New Zealand financial services regulation and professional standards.
