Personalised Experience
About Us
Sage Wealth is part of Amplifi Group, a New Zealand financial services group.
We provide independent and personalised financial advice and investment management services to individuals, families, and charities. We are qualified to provide financial advice and are passionate about helping New Zealanders achieve their financial aspirations.
We manage your money with integrity, putting your interests first in everything we do. We have a disciplined approach; we work with you to understand your needs and create a personalised plan to achieve your goals. We are experts in translating the world of finance so that you can make informed decisions about your financial future.
Our Process
Our process is proven and designed to work at your pace. We get to know you and what you are trying to achieve, as well as taking into consideration your interests and values. From there, we send you a personalised proposal that suits you and your situation. We guide you through the stages of becoming a client and set up your portfolio. We provide ongoing advice and portfolio management services in addition to regular reporting.
Rebecca Thomas is a Board Director at Sage Wealth Management. Rebecca is the Founder and CEO of Mint Asset Management and the Founder and Director of Amplifi Group. She has a strong pedigree in funds management, with a career spanning 35 years', both in New Zealand and offshore.
She has been a Director and Chair of the AFRC (Audit Finance and Risk Committee) of KiwiRail Holding Limited, Chair of Gilligan Sheppard and an Associate member and AFRC Chair on the Board of the Financial Markets Authority from 2011-2016. She has also held several non-executive directorships for investment and property trusts, including Pathfinder Development Companies and LMI European Utilities Investment Trust Plc. Currently, Rebecca is a Director and Audit and Risk Committee Chair of Tainui Group Holdings Ltd.
Rebecca has completed examinations for the UK Institute of Investment Management and Research and the London Stock Exchange.
Simon is a Board Director at Sage Wealth management. Outside of Sage Wealth, he is the General Manager at Mint Asset Management which is another company under Amplifi Group.
He has more than 22 years' experience in the financial sector. Prior to working at Mint, Simon was based in London. The majority of his experience was gained at Aurum Funds Ltd, a Fund of Hedge Funds, and Henderson Global Investors where he worked on both the Equity and Fixed Income desks.
Simon holds a Bachelor of Arts and a Bachelor of Commerce from the University of Otago.
At Mint, Simon’s role is to manage the operational requirements including portfolio analysis, portfolio compliance, record keeping and third party relationships.
Kevin O'Donnell
Kevin has over 19 years’ experience advising clients on a range of financial services. He shares with the team his passion for supporting clients to grow and protect their wealth and has a keen focus on simplifying the often complex world of finance.
Kevin competes in “Adventure Racing” across NZ, tramping, packrafting, mountain biking and navigating across the wilderness, often on little or no sleep. On a “normal” weekend Kevin and wife Stephanie’s identical twin girls keep them busy. They can often be found exploring the great outdoors, running, mountain biking and orienteering as a family.
Contact Kevin on 03 548 9000 or ko@totarawealth.co.nz
Meredith Cornelius
Meredith has been advising clients in New Zealand since 2002. She emigrated from Oregon, USA, returning to Nelson where she lived as a girl during the 1970’s. She is a Financial Adviser (FA) and holds degrees in Business Administration (Finance & Economics) and Public Accounting from Oregon State University, and the Massey University Graduate Diploma in Business Studies in Personal Financial Planning Endorsement.
She is active in the promotion of the value of financial advice and served on the Board of New Zealand’s Institute of Financial Advisers, now Financial Advice New Zealand.
Meredith's advice begins with client objectives – be it to help clients plan and accumulate a retirement fund, use capital to generate an income, invest a financial windfall, or manage a life transition. It all starts with a plan.
Meredith is married to Jim and most weekends see the two exploring NZ’s amazing cycle trails. They have two adult children, Will in Fort Collins, Colorado with wife Ellie, and Maddie who lives in Nelson – and, the world’s spunkiest Jack Russell Terrier, Winnie.
You're welcome to contact Meredith to talk about your financial affairs by calling her on 03 548 9000 or email mc@totarawealth.co.nz.
James Hunt
James is a graduate (2020) from Nelson Marlborough Institute of Technology with a Bachelor of Commerce Degree in Accounting, James also holds the New Zealand Certificate in Financial Services - Investment (Level 5) and is a Financial Adviser. Prior to his move into the financial world, James had gained a trades qualification in Mechanical Engineering while working in the port of Nelson.
James has a keen interest in financial markets and financial analysis and is always keeping an eye on market developments.
James enjoys being active in the outdoors, with a passion for Running and competing in running events locally or around the country. James can also be found cycling around the various trails and tracks Nelson has to offer, or on the Tennis court! James and partner Ellie love getting out for a walk or a run with their much-loved companions, “Bear” the black Labrador and “Cloud” the mixed-breed rescue dog.
Contact James on 03 548 9000 or jh@totarawealth.co.nz
Taryn is the welcoming face behind Sage Wealth Management’s client service experience. With over 20 years of experience in the financial services industry, she brings deep knowledge and professionalism to every client interaction.
Originally from South Africa, Taryn emigrated to New Zealand in 2018 and has since become an integral part of the Sage Wealth team. Her background in financial administration, combined with a warm and approachable manner, ensures clients receive a seamless and personalised experience.
Whether she’s coordinating communications, managing account logistics, or organising client events, Taryn’s attention to detail and dedication to service help foster the trusted relationships Sage Wealth is known for.
Outside of work, Taryn enjoys playing netball, exploring New Zealand’s natural beauty and spending time with her family.
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