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Advice leadership
Clear professional responsibility, thoughtful judgement and advice conversations that begin with the whole picture.
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Our people
The people behind a considered relationship.
Financial decisions are personal. The people supporting you should make them feel clearer, more coordinated and easier to act on.
Meet the Crestwell teamThe Crestwell standard
Care that keeps the whole picture connected.
Advice leadership, careful operations and practical coordination come together around the questions that matter to you, your family and your business.
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Client experience
Careful operations, direct communication and a relationship that stays organised as decisions become more complex.
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Connected support
Advice and operations working together, so you know who to contact and what happens next at every stage.
Our people
Advice and care, working side by side.
Meet the people who will help keep your relationship clear, organised and connected. Each profile explains their role and professional context; company information is held in the separate Crestwell Company Disclosure.
Private office advice
Johan Fritz
Managing Director · Registered Financial Adviser
Johan leads advice conversations that connect family, business, property, protection, KiwiSaver, investments and the long-term choices they support.
What Johan helps clients connect
Business and personal protection · Home, property and lending decisions · KiwiSaver and investment planning · Financial and retirement planning
adviser profile · a clearer view of how Johan supports your relationship
Managing DirectorView profile
Client experience and operations
Lezanne Brink
Director & Head of Operations
Lezanne leads the client experience and operating rhythm that keep a Crestwell relationship clear, organised and responsive.
What Lezanne makes easier
A clear onboarding and next step · Organised documents and updates · Thoughtful coordination across your relationship
leadership profile · a clearer view of how Lezanne supports your relationship
Director & Head of OperationsView profile
One relationship
One relationship. A clearer next step.
Advice leadership and operations work together around you—so important details do not become more handovers for you to manage.
See how we workA thoughtful first step
Start with the question that matters to you.
Choose a time to talk, or send us a note. We will use the first conversation to understand the context before discussing a next step.