Alison Renfrew   CLU Chartered Life Underwriter  CFP Certified Financial Planner  
Certified Financial Planner of the Year 2004

Alison Renfrew - Certified Financial Planner CLU CFPAlison Renfrew has a long record of providing financial advice to her clients. After graduating from Victoria University with a B.Sc. in 1982 she joined an international financial services company in 1983. Alison sold mainly life insurance and investment products. She was the first woman in the company to qualify for the prestigious Blue Ribbon award in her first year and the first woman to qualify for the Silver Ribbon award. Alison sold her business and moved to the UK in 1989. She established a new client base in the UK in financial services. This was particularly challenging as the regulatory environment and people were quite different to those in New Zealand.

On returning to New Zealand Alison established her own financial planning company where she applied her overseas experience and knowledge. Creating Wealth Limited was established in 1994 and was re-branded in 2005 to LYFORD Asset Management Limited.  LYFORDS markets the leading financial service companies range of products from investments, retirement savings and insurances.

Alison has qualified by examination to be a member of the New Zealand Institute of Chartered Insurance and Investment Advisers, 1998 and qualified by examination to be a Certified Financial Planner, 2001, and is entitled to use the distinctive titles and designations CLU - Chartered Life Underwriter and CFP - Certified Financial Planner, the pinnacle of professional attainment. Alison is the second person and first woman in New Zealand to hold both CLU and CFP and less than 20 advisers in New Zealand hold both qualifications.  Alison complies with the Continuing Education requirements of the Institute of Financial Advisers (IFA).

Alison works with her husband Dr Richard Renfrew, CFP in LYFORD Asset Management Limited and LYFORDS Limited. They have three children Michael, Catherine and Richie.

Alison loves the thrill and challenge of being in business and helping others achieve financial independence and fulfill their financial goals. She is a trained opera singer, plays the piano, and enjoys travelling and skiing. Alison has served on the committees of the Wellington Underwater Club, Tararua Tramping Club, Scots College Parents Association (treasurer), and Institute of Financial Advisers.

Alison is a member of the Institute of Financial Advisers (IFA) - both the College of Insurance Advisers and the College of Financial Planners, and is a Life & Qualifying member of the Million Dollar Round Table (MDRT), a US based organisation. Qualification for the MDRT is restricted to the top 5% of financial service professionals from 74 nations and territories  around the world.

Academic Achievements:

Bachelor of Science (Victoria University)
Diploma in Business Studies - Personal Financial Planning (Massey University, three year course)
New Zealand Diploma in Life Assurance Chartered Life Underwriter CLU - Chartered Life Underwriter
Certified Financial Planner CFP Certified Financial Planner

Alison is the second person and first woman in New Zealand to have qualified for CLU and CFP, the pinnacle of professional attainment in the financial services industry.

CFP - Certified Financial Planner Global mark of excellence in financial planning.  Certified Financial Planner are marks of the Certified Financial Board of Standards Inc (CFP Board) and are issued by the Institute of Financial Advisers under license.  The CFP Board is an independent professional self regulatory body acting to benefit and protect the public in its dealings with persons engaged in providing financial advice by establishing educational, ethical and disciplinary standards, developing and administering examinations within the field of financial planning and authorising individuals who meet its criteria to use the CFP Board's Marks.
Why choose a certified financial planner?

 CLU - Chartered Life Underwriter  Chartered Life Underwriter ( CLU ) is the highest insurance and personal risk management qualification available to insurance professionals in New Zealand.  It is specifically suited to those who specialise in the areas of personal and business insurance.  The CLU qualification demonstrates that the holder has a high standard of competence in their chosen profession and it can be expected that the holder will maintain the highest standard of professionalism and ethics when giving advice. 

Alison is a sought after speaker on all aspects of finance and investment and she regularly speaks at corporate and public seminars. She has written numerous articles for newspapers and had her own weekly slot on local television.  Alison is also a published author.  In 2008 Alison published her book "Cover Your Breasts" a story on her journey through breast cancer, described by readers as "didn't know whether to laugh or cry". 

Awards:

Alison Renfrew Certified Financial Planner of the Year
Alison Renfrew won the New Zealand Certified Financial Planner of the Year Award in 2004 , and was also a finalist in 2002 and 2003.
 

 


Winner of "Her Business Woman of the Year", 2004 - category "Most Inspirational Business Woman"

Director of Lyford Asset Management Ltd which was a finalist for financialalert Advisory Practice of the Year Award in 2005

Memberships:
Member of the Institute of Financial Advisers (IFA)
Life and Qualifying member of Million Dollar Round Table (MDRT), Court of the Table qualifier 2005

Alison is committed to introducing a personal approach to investment and the management of one's money. 

e-mail:  Click here to email us
Phone: 0064 4 471 0662

LYFORD Asset Management Limited
Level 3, Tourism & Travel House, 79 Boulcott Street, PO Box 11-249, Wellington
Phone: 0064 4 471 0664  Fax: 0064 4 471 0615
 Web: www.LYFORDS.co.nz  email: Click here to email us

Disclosure Statement Document

Alison coping with breast cancer