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.