Our Mission
The Right Advice
At Steve Oliver Financial Services we pride ourselves in providing the right advice for our clients. Our aim is to implement solutions based on each person’s unique circumstances and financial goals. Our purpose is to protect our client’s interests and ensure they get the most comprehensive product and price to suit their objetives and needs.
My Mission is to help successful people make smart decisions about Money each Day.
You Deserve The Best Advice
Steve Oliver – Director – Financial Advisor
Overview and Experience
I am a proud Southlander, are married to Marcia and together are the proud parents of three children, Sophie, Katie, and Carter.
I have been involved in the financial service industry since joining the workforce in 1990. Roles in Commercial Finance, Mortgage Lending, and Fire and General insurance advice set a good platform before undertaking moving into the area of Financial Advice. Initially establishing Piper Oliver Financial Services (POFS), a successful specialist Risk Insurance and Investment Advisory firm in 2002, followed by time as Director / Shareholder with AMP South which won three “AMP Adviser Business of the Year” awards and grew rapidly during my tenure as a director of the firm.
Bigger is not always better and I came to realise in my time there that a smaller more intimate firm with closer client relationship provides a better advice outcome for everyone. This is when I established the SOFS.
I have also been involved in a retail business as a shareholder, been involved in an advisory capacity for private companies on a contractual basis when needed and currently have an investment interest in both residential and contractual property. My leisure interests include surfing, skiing, mountain biking, and fishing. I continue to enjoy football and cricket which I am involved in coaching capacities these days.
I endeavour to live a balanced life, and my goal is to help my clients achieve that as well. We do that, by keeping it simple and taking a pragmatic, common-sense approach to financial management. That is also what I aim to bring to the table for all business interests that I am involved in.
James Moodie – Financial Advisor
Overview and Experience
I am one of few advisors to have completed a Bachelor of Business degree majoring in Financial Planning through Massey University. I was awarded a Deans List prize in my first year and am currently undergoing my year of supervision to become a Certified Financial Planner (1 of only 3 in Invercargill). This is my third year working at Steve Oliver Financial Services Limited.
I am married to Hanna Moodie, and I have two stepdaughters and one daughter, Millie, Bria, and Luca. Being a husband and father to young children, I speak to my clients from first-hand experience on what is important in these times. Understanding the trade-off of purchasing security (Insurance) or putting that money towards wealth creation (Investments).
I attended Michaelhouse School in South Africa before heading to New Zealand in pursuit of rugby ambitions. Originally joining the Wellington academy, I found myself down south working on my cousin’s dairy farm during the covid pandemic and grew to love Invercargill and the Stags. I spent 3 years in the Southland academy and played representative rugby for Southland. I continue to play rugby for Marist and fondly look towards the winter months.
I believe that in one meeting I can change a client’s perspective on money. Unfortunately, many have overcomplicated this topic. My goal is to simplify it and educate you on the most effective methods to create and secure a better future for you and your family. I intend to have clients that remain with me for the next 40 years and this is only possible if I continue to add value to their lives.
Marcia Oliver – Client Services
Overview and Experience
I have been married to Steve for over 30 years. Together we have three children, Sophie, Katie, and Carter. I begun my working career at Westpac bank. After many years there I took a break from the financial services industry to raise our three children. By chance Steve needed a PA after one of his previous workers had moved to another city. I filled in part-time to help ease the workload and it soon become apparent that it was a great fit. A decade later and I am still enjoying working at Steve Oliver Financial Services and am excited to help any of clients where I best can.
As a team we try to make the process for our clients as simple and hassle-free as possible.