Steve Morris
Advises corporate and SME clients on employee benefits plans and workplace financial education.
Steve is a Financial Adviser who gives advice primarily in the corporate and SME market, designing and implementing employee benefits plans for staff and providing workplace financial education.
Steve is also a Financial Adviser at our sister company Morris & Co Financial Advisers, which specialises in life and health insurance.
Steve followed in the footsteps of his late father, Bill Morris, who established the business in 1968, and has now been a Financial Adviser for over 30 years.
Where Steve Morris helps.
Corporate & SME employee benefits
Explore the advice areas.
Investment Planning
A diversified portfolio built around your personal risk profile, with transparent, fee-clear advice.
Retirement Planning
Model the retirement you want, then fund it — it is never too early or too late to start.
Residential Lending / Mortgages
A full brokerage service with the main New Zealand banks — we do the heavy lifting.
Let's get your financial future organised.
A no-obligation conversation with a Parnell-based adviser who takes the time to understand where you're heading.