Rosemary Hopcroft
Financial Adviser + Director
“I’m truly passionate about client-first wealth management.”
Get to know Rosemary
I started with our partner firm, Naylor Lawrence & Associates, straight out of school over 25 years ago, and am a founding Director of Tailorednz. While my original background is in accountancy, around 20 years ago I ‘found my calling’ when I started working as a financial adviser. I’ve always aimed to be as highly qualified as possible, and over my career have achieved Certified Financial Planner, Certified Life Underwriter and Chartered Accountant status.
I’m truly passionate about client-first wealth management; it is the central focus of our entire business and everything we do. I gain great satisfaction and fulfilment from helping clients identify their financial goals, and then working alongside them so that they reach them.
Born and bred in the Manawatu, I have three young children – who ensure I am busy! I also enjoy keeping fit and active.
Steven Radich
Financial Adviser + Director
“We’ve worked to make a business that’s truly client-centric and provides market leading systems.”
Get to know Steven
I’ve been with Tailorednz from the beginning, helping to shape it into a truly client-centric business that provides market leading systems. We’ve strived to maintain this focus and are proud of what we have achieved – and can achieve – for our clients. For me, there is nothing better than seeing the lives of our clients improve significantly as we help them build their financial security.
Before working in financial planning, I was an accountant for many years, mainly in the rural sector, and hold a Chartered Accountant qualification.
I had a strong Taranaki upbringing. One of six children, I spent my spare time working on the farm and with the extended family. It’s an upbringing that has provided a real connection point with many of my clients. I can understand how they’ve got to where they are today and how important it is to protect that for the future.
At work or at home, I’m not one to sit still – if I’m not working you’ll find me spending time with my wife and two children, fishing, hunting, or playing sport.
Nathan Murray
Financial Adviser
“My primary motivation both in and out of work is to assist others to achieve their goals and be as successful as they can be.”
Get to know Nathan
I joined Tailorednz after 15 years with ANZ Bank where I worked primarily with rural customers, most recently in a leadership capacity managing the teams that worked across Matamata, South Waikato and the King Country. I have also held roles involved in Primary Production and logistics, both here in New Zealand and in the United Kingdom. I hold a Bachelor of Applied Science from Massey University with first class Honours in Agricultural Systems & Management.
What attracted me to Tailorednz is the investment process, a big part of which is the plan. Taking the time to understand someone’s goals then developing a plan to help achieve them is a rewarding process. In turn, the confidence the plan gives people to live the life they want is quite special. Tailorednz also has access to some great investment opportunities. The scale and research that sits behind the investments is significant. Our role enables our customers to access this information and the opportunity that comes with it.
When not at work, spending time with friends and family is always enjoyable. My wife and two children often have something going on and we enjoy time on the boat, be it at the lake or on the ocean. Involvement with community organisations also helps fill up my evenings.
Erin Beale
Paraplanner/Client Support
“I want our clients to have the best possible experience with our firm.”
Get to know Erin
I joined Tailorednz in September 2010 in the role of providing support to our clients and advisers throughout the process.
My aim is to ensure our clients continue to have the best possible experience with our firm so that they feel totally comfortable, leaving them to enjoy their lives . I support our team of advisers and love hearing and seeing how we have changed our clients lives by removing the financial worry and focusing on lifelong goals.
I enjoy an active lifestyle. Being a health and fitness nut, I like doing weights in the gym, reformer pilates, yoga, walking and running. I have a little dog called Milo and enjoy a bit of DIY in the weekends along with spending time with friends and family.
Lorene Ahern
Paraplanner/Client Support
“I seek to build good relationships with clients, so that I can ensure they receive quality support.”
Get to know Lorene
I joined Tailorednz in January 2017; prior to this I worked for an accounting firm for 17 years.
I thrive on getting out and about meeting with our clients. It’s very rewarding knowing that the planning we do is helping our clients achieve their goals and gain financial confidence. I love hearing stories of clients living and enjoying their best lives.
Outside of work, I enjoy a lively social life spending time with family and friends. My husband and I are also kept busy with our two school aged children and their after school activities.
Bailey Gregory
Financial Adviser
“Client-centred care and commitment to best practice has always been at the heart of what I do.”
Get to know Bailey
From teeth to tailored financial plans – after more than five years in Dentistry as an Oral Health Therapist (Children’s Dentist and Dental Hygienist), I turned my long-time passion for finance into a career and haven’t looked back since. I’ve always had a personal love for finance, spending my spare time investing and learning about markets purely out of interest. That curiosity quickly grew into a calling, and through changing careers, l’ve genuinely found where I’m meant to be. Helping clients navigate their financial journeys and supporting them to feel confident and in control of their financial futures has been incredibly rewarding.
Outside the office, you’ll find me spending time with friends and family, walking/hiking (including ticking off the Great Walks of NZ), or trying not to trip over my own feet at line dancing (yeehaw!).
Barbara Gallagher-Forbes
Head of Compliance and Business Projects
“Focus is the key, with everything being about our clients.”
Get to know Barbara
I joined Tailorednz after 10 years in management in the International Education sector. I truly enjoy working with a team where the commitment to excellence, integrity and first-class client care underpins everything we do.
Outside of work, my husband and I enjoy spending time with our four adult children, wider family and friends. We keep busy with creative hobbies, walking half marathons, travel and playing some (pretty poor) golf.