Financial Health was established in 2006 by Dave Thomas and Bryan Taylor, with the vision to help their clients become financially fit and healthy. Following Bryan's retirement in 2016 Dave continues to provide ongoing service to all Financial Health clients.
At Financial Health, we believe that being financially healthy is as important as being physically and emotionally healthy, and that it has the same benefits - lowering stress, improving happiness and creating an all round better quality of life. Read on to get to know the team.
Dave Thomas - Director
AFA, MBA (Henley)
Mobile: 027 668 4503
Freephone: 0800 469 467
Dave has been involved in the Financial Services Industry for four decades starting in 1977, and has been a financial adviser since 2001. He’s passionate about looking after his own health, with a love for the outdoors and getting into the gym, and about helping his clients become financially healthy.
Dave is currently serving as a Board Member and the Treasurer for the Cerebral Palsy Society of New Zealand and a director of the Society's investment business Essential Assets Limited.
Fluent in sign language, Dave was involved with the Kelston Deaf Education Society for 13 years, including 8 as the board chair.
Dave focuses on General Insurances, Life and Disability insurances, Kiwisaver and retirement planning.
Yasuhiro Takahashi - adviser
AFA, LLB (Japan)
Mobile: 021 968 968
Direct: 09 578 0792
Japanese Language web http://hokennz.com/
Taka is the only Japanese adviser in the AMP network.
Taka migrated to New Zealand in 2004. Prior to migration, he had worked in the field of corporate risk management and travel assistance business in Asia for 17 years after obtaining an LLB qualification in Japan.
He became an Adviser in 2007 and specialises in health, life and general insurance and brings over 30 years of commercial experience to his role in support of his clients.
Taka is a passionate rugby follower and loves to support the game through his involvement as a rugby referee and is a member of the Auckland Rugby Referee’s Association.
stephen goodmon - adviser
Mobile: 021 936 368
DDI: 09 280 9917
Stephen has been involved in the Financial Services industry since 1970, spending 4 years working at the AMP head office before becoming an adviser. 40 years later, he’s still providing high quality advice for his customers.
A keen fisherman, with a passionate interest in snooker, Stephen lives in Whakapirau at the top of the Kaipara Harbour with his wife. Stephen visits Auckland weekly to meet clients and can serve most requirements from his home office.
He provides clients with advice on all types of insurance, as well as helping people buy their dream homes through arranging mortgage finance. To get in touch with Stephen, give him a call, or send him an email using the button below.
As a member of the AMP Financial Adviser network, Financial Health has access to high quality systems, training and development through AMP. However we’re not limited to dealing with AMP, and can offer you products from the following major New Zealand financial services providers: