Get to know us
Jonathan Eriksen
Managing Director
Specialist expertise in:
- Benefit design
- Take-overs and mergers
- The reversion of surplus
- Actuarial costs of benefits and contribution rates
- Actuarial valuations and projections
- Draft Trust Deed wording
- Selection of Master Trust, group life Insurer or Administrator
- Valuation of superannuation entitlements under the Matrimonial Property Act
- Advice on the construction of incentive schemes, stock option plans, etc
- Valuations of Estates, Trusts, Life Interests and Reversions
- Valuations of loss of earnings
Graham Osborn
Actuary
Specialist expertise in:
- Benefit design and fund structure
- Analysis of long term general insurance claims experience
- Assessing the viability of captive insurance programs and workers compensation self-insurance
- Premium recommendations
- Advice to solicitors and Court attendance
Alan Austin
Investment Consultant
Specialist expertise in:
- Client relationship development and management
- Fund manager research, assessment and selection
- Businesss consulting and business strategy
- Marketing and Business Development
- Institutional and Retail Distribution
Gavin Kennedy
Special Projects
Specialist expertise in:
- Public debt issuance
- Takeovers & Mergers
- Securities valuations
- Trust deeds
Janet Pope
Practice Manager/Consultant
Specialist expertise in:
- KiwiSaver/group life reviews
Rosanna Ede
Actuarial Analyst
Expertise in:
- Investment monitoring of investment managers
- Life insurance actuarial valuations
- Life insurance financial projections
- Master Trust Survey
- Long service leave valuations