Celebrating 15 years

4th July 2024

This week G3 Financial Freedom has officially been in business for 15 years.

A lot has happened over that period with different faces and changes in office locations.  Hopefully, the one thing that hasn’t changed is that, as a team, we continue to demonstrate the Company’s core values to you.

Our Values:

  • Generosity: we aim to be generous with our time, knowledge, and experience
  • Gregariousness: we enjoy what we do and want you to enjoy working with us
  • Guardianship: we help you make informed decisions about protecting and growing your wealth

We don’t often share things with you in our newsletter, around what is happening with us, however this time, reaching this 15 year milestone, we feel we can look back and celebrate a few of our more recent achievements with you.  

Both Charlene and Jane have continued to be involved within the wider financial services industry, serving on various committees within organisations that support financial planners nationally, advocating for independent advice, and supporting initiatives to increase financial literacy within New Zealand.  We love what we do and are always keen to be a part of shaping our profession for the better and making financial advice available to all.

Ellie has completed her Post Graduate Diploma in Business Studies in Personal Financial Planning and had her proud graduation moment.  This is a fantastic achievement involving a lot of hard work, juggling between being in the office and looking after her two young children whilst studying.  Her next goal is to complete the steps to become a Certified Financial Planner, the pinnacle of financial planning worldwide.

Cathy continues to keep us in line, and having been with us since day one, remains the backbone of G3, providing exceptional customer service to all our clients and connections.  We cannot thank Cathy enough for her cheerful support through all these years, as she runs the office and our client support services.

Whilst we each have our individual community involvements, G3 has sponsored the annual Festival of Disability Sport that takes place in Tauranga, since its inaugural launch in 2018.  We’ve always attended the sessions to support the athletes, and this year, Ellie’s children, Syd and Maddie, got to try a game of wheelchair basketball!  We would like to encourage anyone to check out this event (normally held in March), to support these amazing athletes, and see for themselves how inspiring these individuals can be, and to ‘have a go’ – the wheelchair rugby in particular is brutal to watch, but great fun too!!



Our success is of course dependent upon you, our clients, and our professional friends who recommend their clients to us.  We have grown organically over the past 15 years and now look after close to $80million of invested funds alongside our insurance and wider financial planning clients. Our aim remains always to retain our personalised approach, knowing our clients well, and providing a first class service.  Thank you for being part of our journey; we’re looking forward to more years ahead working alongside you.  If you have someone you know and care about, who you feel would benefit from working with us, we’re more than happy to have a confidential chat with them.