The bottom line

Hamish was recommended to us from a good friend and we have had no regrets.  He is one of those genuine people who cares and puts what is best for us first.  He takes time to get to know us and tailors solutions to fit.  It’s a honour to have him leading our investments.

Hamish has been handling our finances for a over five years. Although we receive NZ Superannuation we are reliant on our savings for any “extras”.  Hamish has been extremely helpful in helping us manage our finances, so that we can enjoy our retirement, and we have the utmost faith in him.  He communicates regularly and is always available to speak with us if needed.

We are a a retired ex-pat couple living in the UK with finances in NZ, Ireland and the UK. We were introduced to Hamish by a family member in 2024 and have found his services very beneficial dealing with our NZ assets. Hamish has shown us to be a very capable and contentious adviser and we wish him well with ongoing commitments to clients.

We have been with Hamish since he joined Optima Wealth. Our initial investment has more than doubled in that time. Hamish is a pleasure to do business with and we now regard him as a family member. He brings a beautiful bottle of wine at Christmas but I feel we should buy him a case of wine for his expertise in the management of our portfolio. Thanks Hamish.

In addition to being a true gentleman, Hamish’s wise and steady counsel over the past few years has been both reassuring and decidedly lucrative. I’m genuinely grateful he agreed to take me on as a client.

Hamish has looked after the financial affairs for my late husband and me since 2016. After my husband passed away in 2024 Hamish was very supportive in helping me through the process of sorting out my financial affairs. I know I can always rely on Hamish for financial advice.

We are so proud to class ourselves as one of Optima's foundation customers. There is no one we would rather be with. Hamish provides such a personal service and we have complete confidence both in him as a person, and his ability to manage our investment portfolio. Would not hesitate to recommend Hamish's services.

Over many years, Hamish has provided thoughtful, well-researched financial advice with a clear focus on what is best for our family. Thanks to his guidance, we have real confidence in our financial future and our ability to enjoy a comfortable retirement.

We have found Hamish to be excellent. He got to know our circumstances in a professional, thoughtful and thorough fashion, enabling him to devise a bespoke financial plan to which we have largely adhered. This has given us peace of mind, and an ability to spend money on some priority projects which may have languished for want of understanding the balance of our needs and resources - thanks Hamish!  PS. We also appreciate the regular coffee meetings and informative updates!

We have known Hamish for over 10 years initially as our private banker and latterly as our financial advisor leading up to retirement. His assessment, advice and management during different stages of our working life has been invaluable and very much appreciated. Hamish is very friendly and approachable and makes a point of seeing us on a regular basis to report on our investments. Highly recommend.

I have had investments with Hamish since the very beginnings of “OPTIMA WEALTH” With some of my investment ideas I have always been advised on the side of caution with the result of my Portfolio growing in value. I have twice now increased my Portfolio principle with Optima because of Hamish’s professionalism and easy to get on with nature. I have no regrets and will continue with Hamish (Optima)

I have been with Hamish Kember at Optimal Wealth since 2019 when I needed to take care of my financial future. As I was at the beginning of my retirement, I needed someone I could trust and Hamish Kember of Optimal Wealth was recommended  to me. Hamish asked intelligent yet empathetic questions to ensure that I understand my goals and the motivation behind them.
He is always available to talk to me when I have questions, and is reassuring with his answers.
I trust Hamish implicitly and fully recommend him to anyone who needs financial assistance now or in the future.

Hamish is always very responsive to our queries.  There is no such thing as a dumb question.  He clearly explains the change in our funds and gives us the background to those changes. We are very happy to trust Hamish with the management of our retirement savings.

Hamish is an active listener and understands our personal financial goals. He has tailored our portfolio to reach these goals. He demonstrates exceptional reliability by executing regular, structured meetings to deliver verbal updates, backed by comprehensive written reports.

Hamish set up my investment portfolio in 2019 and has been looking after the portfolio since then. He is honest and trustworthy and, through the volatility of the last 7 years , has stayed firmly with his investment principles at all times. This has resulted in my portfolio delivering a very good return over the last 7 years. I am happy to have Hamish managing my portfolio into the future.