Chantelle Schofield

Adviser Mentor Manager

Chantelle originally started out as a personal assistant for the CEO/Senior Financial Adviser.  She explains that after experiencing how the right financial advice can make a positive difference to create a better life for people, she knew this was the career she wanted to pursue.

Professional experience

Applying her achievement-oriented background in sports and business, Chantelle is passionate about making a meaningful change in our communities and helping others to climb towards their goals. Now, as a financial adviser, she loves showing others how they can make their own money work for them, so they can enjoy a future they could only have dreamt about.

Expertise & specialization

Her successful career in professional sports, as well as having managed a tourism business, reflect the fact that she is ”all about the people.” Chantelle really wants to see others succeed in what they do and what is more, she really wants to help them create a solid financial plan that helps establish a future with protected wealth for the lifestyle they want. Making a difference in people’s lives is definitely the reward she seeks to achieve.

Types of clients served

Her honest approach and understanding of the situations that others are in, allows her to work closely with her clients and secure the right financial outcome.

Accomplishments, memberships, and community service

New Zealand Certificate in Financial Services Level 5

Published articles
New Zealand Retirement Planning SecretsHow to retire without the stress and worry

At home

Chantelle enjoys playing rugby, rugby league and all water sports. She coaches young children in rugby and volunteers at her local community centre to work closely with troubled adolescents.

Request disclosure statement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Andrew Hamilton
Angela Matthews
Chantelle Schofield
Dylan Mann
Keely Shelton
May Boquiron
Nikita Trainin
Oliver Nelson
Shaojie Ma
Victor Kolkur
“In the end, we only regret the chances we didn’t take”.
Matt Morris
Make contact

Other advisers




Contact an
adviser now for information
Make contact