Financial Success Group | About Us
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About Us

Take away people’s concerns by removing financial worries.

We formed Financial Success Group to help our clients achieve financial freedom and to take away their worries – removing the ‘financial upheaval’ that can result from not having good plans in place.

With over 35 years of experience, we have seen people’s lives turned around and disasters averted by well-laid plans. It’s all about being prepared and we make it easy – helping with the forward-thinking so that you are able to protect what matters most, no matter what happens.

We don’t believe in providing you with one product and then leaving you out in the financial wilderness, as client contact is paramount to us. What that means is that we will take a look at everything that could affect you financially and figure out the best direction to take, with your priorities in mind – it’s a holistic approach to keep you covered.

We know that having someone that you can trust regularly checking on your situation means that you can get on with what makes you happy. We provide a regular service, with annual reviews for all of our insurance and investment clients, and personal interviews when needed. We care about each and every one of our clients and want them to do well, so we keep in touch!

FSG Team

Barry Day

Email: barry@fsg.co.nz
Phone: 021 642 789

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Barry Day

Authorised Financial Adviser

Barry Day originally trained as a Civil Engineer before working for AMP and Tower as an adviser. As an Authorised Financial Adviser, he co-founded Financial Success Group so that he could offer objective, holistic advice and services to clients without being tied to a single company. In his work as an engineer, his focus was on building solid foundations, an approach he has carried through to financial advising.

Hugely family oriented, Barry loves the freedom that comes from good financial planning and takes advantage of it to enjoy international travel with his wife of 34 years. He’s tried to pick up a golf club in the past but so far it hasn’t worked out too well for him, so he sticks to fishing and boating. He is also quite the cook, although the barbecue is usually as far as that goes, to be frank!

Barry believes in sharing his personal philosophy of working today not to pay for yesterday’s lifestyle but to build tomorrow’s. With a Diploma in Financial Planning and accreditation as an Authorised Financial Adviser, he provides sound investment and insurance advice – give him a call today if you have any questions about how you could set yourself up better financially (or if you really just want his tips for a mean butterflied lamb on the BBQ!)

Copies of my latest Disclosure Statements are available free of charge on request.

Wendy Horgan

Email: wendy@fsg.co.nz
Phone: 09 921 7650

Wendy Horgan

Office Manager

Wendy is probably the first face you’ll see around here, since she is our friendly Office Manager. For nearly 15 years now, Wendy has been working alongside Barry, and with Bruce since Financial Success Group was founded. The trio get along well and make a strong team. In the past, Wendy has also worked for chartered accountants in a PR-focused role.

With three children, there’s a lot to keep Wendy busy, and it’s little wonder that she’s so good at organisation! When there’s a bit of free time, Wendy spends it with family, going for long walks, or baking lots of yummy treats (lucky kids)! But, most of all, Wendy loves nothing more than family holidays, where they all hop out on the boat and swim in the waves.

At Financial Success Group, Wendy is responsible for record keeping and making sure everything is ticking along as it should. In her role as ‘front of house’, Wendy chats to clients, and can support administration duties, like address changes, banking modifications and claim enquirers, to name a few.