Getting to Know: Janet Natta

 

Who are you and what do you do?

I am a financial planner based at Tamahere, south of Hamilton. My business offers comprehensive financial planning and investment portfolio advice. 

How did you get into the industry?

Like a lot of people, I fell into the industry. My first full-time job was with Public Trust, in estates administration. I worked there for 12 ½ years and I loved the technical side of the work, and the customer interaction. I then worked as an investment adviser for a bank for a couple of years, as a fire and general insurance underwriter for a few years, and then (after parental leave) worked part-time for Mike Haszard at Advice Financial in Hamilton. I bought the business when Mike retired in April 2008 – which was dodgy timing! I rode through the GFC with a brand new business loan.     

If there is one thing you would like to change about the financial advice industry, what would it be? 

The public perception of advisers. NZFAA did a survey quite a few years ago, and the one of the findings was that people thought that their own financial adviser was awesome, but that financial advisers as a whole were marginally dodgy. The reality is that most financial advisers ARE awesome, and we need to get that out there.