Get to know our team – Q & A with Jonny 

Curious to learn more about the Mercer team? We had the pleasure of catching up with Jonny McNamee, a Financial Adviser at Mercer, who shared some fascinating insights about his role and experiences.

 

With two decades of financial services experience under his belt, Jonny brings a wealth of knowledge and expertise to his position as a Financial Adviser. Not only does he serve as a Business Process Manager, but he also provides invaluable advice to Mercer and Police Superannuation Scheme members.

Jonny's day-to-day revolves around staying up-to-date on market trends, ensuring regulatory compliance, and offering guidance to members. When asked about the importance of speaking with a financial adviser, Jonny emphasised that financial products and investment decisions can often be confusing. Financial advisers, like himself, play a crucial role in simplifying complex information and asking the right questions to help individuals make informed decisions.

One of the most frequently asked questions from Mercer members is, "Am I in the right investment option?" Jonny's response highlights the significance of considering one's investment timeframe when making such decisions. Understanding your timeframe allows you to determine the appropriate level of risk to take.

What Jonny enjoys most about his role as a Financial Adviser is the opportunity to add value to people's lives through advice and education. He finds great satisfaction in helping members understand their financial situations and make appropriate decisions. It's no wonder that most advice calls end with members expressing their appreciation for Jonny's time and guidance.

For those preparing for retirement, Jonny's top tip is to start early and periodically consult with a Financial Adviser. Even a brief conversation can shed light on risks that may have been overlooked, potentially saving you from costly mistakes.

Outside of work, Jonny is an avid golfer, although he humorously admits that it's debatable whether golf truly helps him unwind. He also keeps busy and highly entertained by his 8-year-old son and 10-year-old daughter.

If you're interested in discussing your investment choices in Mercer's KiwiSaver scheme, FlexiSaver, or Super Trust, don't hesitate to reach out to one of our Financial Advice team members. You can contact them via email at NZadvice@mercer.com or by calling 0508 637 237. Alternatively, you can fill out an online form here for a call back from Mercer's financial advice team.

Remember, Mercer also provides monthly investment performance and market updates on our website. To read our latest monthly report, simply click here.

If you'd like to delve deeper into the Mercer team and their behind-the-scenes stories, visit our website for more captivating interviews at https://www.mercerfinancialservices.co.nz/mercer-magazine/lifestyle.html.

Additional resources

 

24 April 2024