HARNESS FINANCIAL ®

Retirement, Investment and Insurance Advice for New Zealanders

HARNESS INVEST
HARNESS INSURE

Harness Financial Planning

Clarity of Goals  |  Protecting Familes   |  Prudent Investing

HARNESS FINANCIAL NEW ZEALAND

About Us

Spend With Freedom | Invest Wisely | Retire Well

We are award-winning chartered financial planners, but we are more than that! We are experts in helping people plan for and live in life after work. Our WealthGPS service is specifically designed to deal with the emotional, behavioural and financial challenges that this presents now and in the future.

The technology and planning software we use is specifically set up to give you the confidence, comfort and peace of mind to spend your money and time on what's most important.

Our learning and reading is centered around the psychological and financial challenges you face

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Our Values

Our human-focused approach provides you and your family with the following

Community Focused

None of us are isolated. We are part of a family and a community. It is therefore important to us to have a positive impact

To Love Life

With clarity of goals and a clear plan our clients can focus on living life to their full potential

Openness

We see our clients success as a key foundation to the success of our business. This requires trust which only comes from being transparent in how we operate

World Class Excellence

We strive each day to ensure we provide world class advice and service to our clients

Personal Support

When working with our clients we get to know them and their families and what is most important. Whether it's going well or when there is tragedy or illness we are there with them to provide support and navigate the claims or financial impacts

We Challenge The Norm

We do not believe in doing things just for the sake of it. Or because its always been that way. We constantly look for the latest information, improvements and new technology to add value to our clients

Meet Your Team

Our human-focused approach provides you and your family with the following

Samuel Rees Thomas

Samuel Rees-Thomas

Director | Founder
Financial Adviser (Insurance)

Samuel Rees-Thomas - Director | Founder | Financial Adviser (Insurance)

Following a career in banking, Samuel became a Financial Adviser specialising in Insurance Advice in 2012. Rees-Thomas Financial was founded in December 2014 and has been providing tailored Insurance Advice to families, individuals and businesses in New Zealand for the past decade.

In 2023, Rees-Thomas Financial merged with Investment Advice firm, Savvy Wealth, rebranding to Harness Financial.

Samuel’s mission is to see every New Zealander benefit from tailored, specialist Financial Advice. He directs Harness Financial’s Insurance Advice License.

Samuel lives in Wellington with his wife Julianne and daughters, Mariah and Lily.

Want to talk or meet with Sam?

Contact 0273344812 | samuel@harnessfinancial.co.nz | or book in a meeting.

Read Sam's Bio
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Harness

Dieter Timmerman

Director | Founder
Financial Adviser (Investments)

Dieter Timmerman - Director | Founder | Financial Adviser

Following a career as an accountant and financial manager, Dieter became a Financial Adviser specialising in Investment Advice in 2012. Savvy Wealth was founded in September 2021. Dieter has been providing Retirement Focused Advice to individuals and families for the past decade and in New Zealand for the past 5 years.

In 2023, Savvy Wealth merged with Insurance Advice firm, Reas-Thomas Financial, rebranding to Harness Financial.

Dieter’s mission is to see every New Zealander benefit from holistic retirement focused planning. He directs Harness Financial’s Investment Advice License.

Dieter lives in Wellington with his wife Suralda and their grumpy old dachshund.

Want to talk or meet with Dieter

Contact 0210 268 7955 | dieter@harnessfinancial.co.nz | or book in a meeting here

Read Dieter's Bio
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Jonathon Gilling 3

Jonathon Gilling

Manager, Workflow & Adviser Support Financial Adviser
(Insurance)

Jonathon Gilling

Jonny joined us in early 2022. His role is a financial adviser and workflow manager and provides direct support to Samuel in general client queries and medical underwriting matters.

Known for his excellent advice and customer service, and way with words, expect to hear from Jonny if you have a general policy query.

Want to talk or meet with Jonny?

Contact +64 4 488 1636 | jonathon@harnessfinancial.co.nz  | or book in a meeting.

Read Jonny's Bio
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Joshua Logan 3

Joshua Logan

Senior
Insurance
Specialist

Joshua Logan

Joshua has more than a decade of experience in the financial services sector, and brings a wealth of knowledge and a fervent commitment to empowering clients through astute risk management advice.

His dedication to prioritizing clients' needs has been recognized with multiple awards for exceptional customer service.

Outside of the office, he cherishes moments with his family, and his passion for music and sports comes alive through competitive go-karting and cricket.

As a technology enthusiast, he is always exploring the latest advancements to stay ahead of the curve.

Want to talk or meet with Josh?

Contact +64 27 300 8855 | joshua@harnessfinancial.co.nz | or book in a meeting.

 

Read Joshua's Bio
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Julianne Rees Thomas 3

Julianne Rees-Thomas

Administrator
&
Claims Adviser

Julianne Rees-Thomas

Julianne is administrator and claims adviser at Harness Financial. Drawing upon her 7 years experience as a Registered Nurse in Oncology and Hematology, Julianne’s medical expertise provides the team with a unique perspective on Life, Health, Trauma, Income Protection and Permanent Disability Insurance claims.

Read Julianne's Bio
Harness Your Financial Future

Is Your Financial House In Order?

Is your financial house in order? We are experts in helping people plan for and live in life after work.

We will help you align your values with your investments and insurance to protect you and those close to you and harness your financial potential

LET'S TALK

Do you want the freedom to spend, give and live in retirement?

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