About us

We're actually about you.

We are about you

At Stuart Carlyon our focus is entirely on you; your aspirations, your challenges and your life goals. We are experts in finance, and we put our skill and experience to the task of helping you reach your objectives.

Our service starts by listening to you and preparing a clear plan that will help you achieve your goals and give you peace of mind. We take the time to get to know you and your overall situation.

We are different

  1. We offer you a fee-based service
  2. We work alongside your existing professional network including your banker, lawyer and accountant
  3. We recognise that you and your family are unique and cannot be adequately served through cookie-cutter products
  4. We know your life may be complicated, and we are equipped to advise no matter how complex the scenario
  5. Our financial and investment advice has a broad life-goal focus.

Our history

Susanna Stuart and Deborah Carlyon formed the practice when PricewaterhouseCoopers sold its financial planning division to a corporate buyer in 2004. Back then we saw a business model that was less about selling products and more about providing truly independent advice.

It is testament to our broader more caring style that many clients have consulted with Susanna and Deborah since the 1980s and 1990s.

Learn More
Our Team

Meet the great people behind Stuart Carlyon

Meet the Team

Shahul Dhoray

Senior Paraplanner
Bachelor Arts, Bachelor Commerce, CFA Charterholder
shahul@stuartcarlyon.co.nz
Learn More

Kara Chandler

Systems Controller
Bachelor Technology (Env Eng)
kara@stuartcarlyon.co.nz
Learn More

Sumita Paul

Financial Adviser
Bachelor of Science, CFPCM
sumita@stuartcarlyon.co.nz
Learn More

Discover our investment philosophy

We believe there are two essential ingredients of a good investment strategy.

Learn More