Our People

Our team of professionals are absolutely dedicated to their roles. They are committed to providing the best possible investment outcomes for you, drawing on their wealth of knowledge and experience, while operating with integrity and always in your best interests. You can have confidence that we have the people to deliver the investment solutions you need.

Ben Taylor

LLB/BA (Otago)
Authorised Financial Adviser
Director of Aspiring Wealth Management

Ben completed a BA/LLB degree at Otago University and, before becoming an adviser, practiced law for a number of years. Ben enjoys the challenge of the constantly changing nature of financial markets and helping client’s navigate through them. He specialises in working with private clients, charities and trusts to establish an overall investment strategy and then producing a bespoke solution for their portfolio. He has recently completed a National Certificate in Financial Services and reads widely to keep abreast of current financial trends. Ben is currently chair of the charitable trust that runs the Wanaka Montessori pre-school. Outside of work Ben and Debra are kept busy with their four children but still find time to enjoy the outdoor lifestyle that Wanaka offers including skiing, mountain biking, windsurfing, running, and fishing.

Hamish Taylor

BCom (Canterbury)
Authorised Financial Adviser
Director of Aspiring Wealth Management

Hamish was educated at Canterbury University, graduating with a BCom in Accounting. Hamish has been a share broker since 1974 initially being in partnership at Hamilton Hindin Greene before moving to Goldman Sachs JBWere in 1995. He remained with Goldman Sachs JBWere until 2006 when Aspiring Wealth Management was formed. Hamish was a member of the New Zealand Stock Exchange throughout that period and was a director of the exchange from 1991-2001. He really enjoys the long term relationships he has established with clients over the four decades he has been involved in advising clients. Along with being an avid follower of sports, Hamish enjoys golf, tennis and gardening as well as spending time with his family and seven grandchildren.

Joanna Williamson

B.A.(Hons) (Canterbury).
Administrator

Joanna graduated from Canterbury University with first class honours in Diplomacy and International Relations. For 2 years Joanna worked as a Program Coordinator for Thunderbird School of Global Management in their Geneva office coordinating off-campus executive education programs held in Europe, Asia and USA. In 2009 Joanna moved to Uganda working in various organisations including 1 year with Activate Uganda Ltd managing sports events. She is currently studying part time towards a BBus (Accounting). Beyond work, Joanna enjoys spending time with her daughters.

Alexandra Schaeck

Foreign Language Secretary Certificate (Frankfurt).
Administration Assistant

Alexandra joined our team as an administration assistant. She is from Germany and holds a qualification as a state certified foreign language secretary. She was previously working for 12 years for the top management of Dresdner Bank and Allianz Global Investors in Frankfurt and Hamburg. In 2012 Alexandra spent some time in New Zealand and was so affected by the country that she finally decided to move to Wanaka in 2013. Besides work, Alexandra enjoys spending time with her partner and likes hiking, skiing and snowboarding.