Usha Ganti
17+ years across Westpac, ANZ and JBWere in wealth management, private banking and investments.
Usha has over 17 years of experience in the financial services and banking industry, having worked with Westpac New Zealand, ANZ Bank and JBWere across wealth management, private banking and investment environments.
She has extensive experience supporting clients with investment portfolio solutions, KiwiSaver, retirement planning and lending-related services, along with a strong background in portfolio analysis, investment reporting, client relationship management and regulatory compliance.
Usha is passionate about helping clients make informed financial decisions through personalised advice tailored to their goals, risk profile and long-term wealth creation objectives. She is married with two children, follows investment markets closely and enjoys reading and connecting with people.
Where Usha Ganti helps.
Investment portfolios
KiwiSaver
retirement
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.