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Jonathan Smith

Investment Adviser · FSP1005699

Jonathan Smith

Ask Jonathan to tell you how he once steered a friend clear of a $650K mistake. He came to KiwiSaver and wealth-building from sports science, and he is now an Investment Adviser qualified in both lending and investments, working with 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 spends his weekends on basketball, board games, and hunting down new waterfalls.

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.

Accredited Partners

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