Kingshield Investments Limited, founded in 2017 has advisers offering combined experience of nearly 60 years within global finance. Tony and Lester hold their clients’ priorities at the heart of the business. Both are committed to the highest levels of professional excellence, believing that integrity and approachability are essential if client relationships are to flourish.

Tony Chamberlain AFA CFPCM

Director

Authorised Financial Adviser (FSP 138624)
Certified Financial PlannerCM
Certified Life Underwriter
Accredited Investment Fiduciary ® (Fi360)

Qualifications:

Graduate Diploma Business Studies, Financial Planning, Massey University
CertPFS (UK), Chartered Insurance Institute, London 1997

Professional Memberships:

Financial Advice New Zealand
Accredited Investment Fiduciary ® (Fi360)

Clients deserve to be treated as individuals not numbers. Kingshield has “big company” expertise and “small company” attention to detail.

Tony comes from Harlow in Essex, and worked for several high profile UK financial institutions (including Prudential, HBOS and Pearl Assurance) before moving to NZ with his family in 2005. Since 2011, he’s been assisting British expats in New Zealand realise their UK pension transfer options through Kingshield’s sister company, GBPensions.

“Kingshield is a logical complement to GBPensions. It feels good to know that we can offer clients a more complete pension transfer and investment path, should they wish it.”

Tony is delighted to be working with Lester, as they share similar philosophies and values.

“Lester is the perfect business partner. He’s trustworthy, reliable and fastidious. Between us I believe we offer our clients a more thorough understanding of Sterling investments and UK funds than virtually any firm in New Zealand.”

A Disclosure Statement is available without charge or obligation.

Lester Luey AFA CFPCM

Client Adviser

Authorised Financial Adviser (FSP 34662)
Certified Financial PlannerCM

Qualifications:

Post Graduate Diploma in Personal Financial Planning, University of Waikato
Bachelor of Commerce & Administration (Hons), Victoria University, Wellington

Professional Memberships:

Financial Advice New Zealand
Estate and Taxation Planning Council NZ Inc

My goal is to give my clients the confidence to invest, and therefore help them get ahead in life financially.

Lester is originally from Lower Hutt in Wellington. He is a naturally logical and analytical person, and since 1991 his methodical, considered approach has worked for the benefit of many investment clients – private investors, trustees, estates, and businesses.

“True investment planning is about taking a broad overview, recognising potential weaknesses or challenges, and devising a plan to overcome these and achieve an investor’s ultimate goal.”

Lester is a firm believer in working in close consultation with his clients, ensuring that shifting circumstances, risk attitudes, and targets are borne in mind to keep a portfolio personally appropriate and on track. “I realise that discussing financial matters can seem daunting – but that’s why I’m here, to make it easier! I enjoy breaking down all the data into clear, manageable chunks so that my clients can make informed choices.”

Download Lester Luey’s Primary Disclosure Statement

Tony and Lester are supported by a close-knit team of dedicated assistants. They take genuine pride in their work, and clients can have confidence in their conscientiousness and discretion. And, of course, help with any queries is just a friendly phone call or e-mail away.

SERVICE PROVIDERS

LET’S WORK TOGETHER

Our clients’ wants and needs are at the heart of our business ethos.

MAKE AN ENQUIRY

ALREADY A KINGSHIELD CLIENT?

LOG IN TO VIEW YOUR PORTFOLIO HERE