Skip to main content

Jonathan Smith

Investment Adviser · FSP# 1005699

Jonathan Smith

Jonathan is an Investment Adviser who came to KiwiSaver and wealth-building from a background in sports science. Qualified in both lending and investments, he serves everyone from first-home buyers to high-net-worth clients. At ANZ he consistently ranked in the top 5% for sales and service. A former card magician and hip-hop dancer, he now spends weekends on basketball, board games, and hunting down new waterfalls. Ask him to tell you the story of how he helped a friend avoid a $650K mistake.

Welcome to Blueprinted — with Jono

Play Video
Blueprint Finance Podcast EP1 — Jonathan kicks off the show with a deep dive on KiwiSaver, fund choice, and how to make your retirement savings actually work.

Jonathan's Accredited Lenders

Qualifications

  • Bachelor of Science (Sport and Exercise Science), The University of Auckland
  • Certificate in Financial Services (Level 5) Investments and Residential Lending

Services offered by Jonathan