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    About Us

Established in 2008, RMA is two specialists in one. RMA Financial Limited and RMA General together provide a range of specialities, products and services all designed to offer you the full package of investments, advice and insurance solutions to guarantee a secure and safe financial future. Whether you require one product, a combination or fully managed portfolio the team at  RMA are here to help – today and into the future. We can also provide ACC specialist advice to all of our clients who are self-employed business owners.

RMA will consider your individual needs on a personal and/or business level, research all the options, offer advice and tailor a package just for you. Planning for your financial future is a long-term view and it is a  view we share with each and every one of our clients.

our services

MEET THE TEAM

At RMA, our team of specialists are dedicated to creating
you a safe and secure financial future.

  • Dave Managh

    Senior Advisor – Investment and Insurance

  • Wikus Erasmus

    Senior Advisor

  • Mike Tonks

    Senior Advisor

  • Roger Adams

    Senior Advisor – Investment and Insurance

  • Joshua Adams

    Senior Advisor

  • Chris Black

    Senior Advisor

  • Alvin Johnson

    Senior Advisor

  • Mel Watson

    Adviser – Insurance and Mortgages

  • Phil Hopkins

    Senior Advisor

  • Glenda Simpson

    Senior Advisor

  • Shaun Vining

    Advisor

  • Jozac Hillary

    Advisor

  • John Gaudion

    Advisor

  • Courtney Donovan

    Client Support

  • Grant Clifton

    Advisor

  • Dave Prior

    Adviser

  • Georgia Adams

    Client Support

  • Sue Bowater

    Client Support

  • Kelly Hopkins

    Client Support

  • Sarah Tonks

    Client Support

Our Process

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Step 1

Initial Meeting  – We meet with you to get a clear understanding of your situation and outline the steps involved in the process.

process

Step 2

We Get to Work – We put together a recommended solution for you, your family, or business.

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Step 3

Recommendation and Implementation – We agree on a solution and implement it for you.

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Step 4

Review – As your circumstances are unique, and change with time, we agree on a regular review.

RMA’s Promise to you

We place your needs first. We act with integrity, fairness and professionalism when dealing with you. We demonstrate competence, diligence and objectivity in our advice to you.