Areas of Specialisation
Experience and Background
Sharon’s experiences gives her a broad perspective of financial planning.
As a Registered Financial Adviser and member of KAN Adviser Network and Financial Advice New Zealand, Sharon operates within a professional framework that prioritises ongoing education, ethical practice, and client-first advice. Her membership of these bodies reflects a deliberate commitment to maintaining the standards her clients expect and deserve.
At Threefold, Sharon works closely alongside mortgage advisers and insurance specialists, ensuring clients who are navigating major financial decisions (such as purchasing a home or mitigating risk) have the KiwiSaver side of their financial picture properly considered at the same time.
Who Sharon Works Best With
Sharon is well suited to working with:
- Individuals and families reviewing or planning their investment and retirement strategies
- First home buyers who want to understand and make the most of their KiwiSaver ahead of a property purchase
- Clients who have never reviewed their KiwiSaver and want to understand if it is working for them
- Young New Zealanders setting up their financial future and wanting to start on the right foot
- Clients who want clear, accessible guidance and an adviser who takes the time to explain things properly
- Anyone who finds financial services daunting and wants a patient, supportive adviser to help them through it
- Clients nearing retirement
Advice is tailored to each client’s individual circumstances, financial position and risk profile.
Regulatory Status
Sharon McAlister is a Registered Financial Adviser operating under FSP36283. She is a member of KAN Adviser Network and Financial Advice New Zealand. Financial advice is provided in accordance with New Zealand financial services regulation and professional standards.
