Mike.jpg
 

Mike Jones, Director

Bachelor of Commerce, Chartered Accountant

Botany, Pukekohe, Albany

As a director of Generation Wealth Management Ltd, Mike is responsible for the Half Moon Bay office. He started his career as a Chartered Accountant before changing focus to be a Financial Planner. Mike says he finds that he gets far greater satisfaction from helping clients reach their personal and family wealth goals than he does from preparing business accounts and tax returns.

Mike is a keen DIY’er and in his spare time is often working on projects around home, although if the sun is shining he is equally likely to be off riding his motorbike around some quiet roads!

 
 
 
 
Jon.jpg
 

Jonathan Davies, Director

Graduate Diploma in Business Studies, Endorsed in Personal Financial Planning, B.Sc Agriculture (Hons).

Pukekohe, Botany, Albany

As a director of Generation Wealth Management Ltd, Jon says that he feels honoured to work closely with so many great clients. "Being able to share in their lives and help clients is indeed a great privilege."

Jon's interests include fitness, skiing, and enjoying what NZ has to offer.

 
 
 
 
 

Michelle Oppert

Client Services Manager 
Pukekohe

Michelle was originally employed by Jon Davies in April 2007 and is based at the Pukekohe office.  Prior to this Michelle has had extensive administration experience in the legal, marketing and medical fields.  She finds her role as Client Services Manager rewarding and enjoys the relationships established with the GWM clients over the years.

Michelle lives in Patumahoe and has two grown up children who have just started out in their working careers.  Michelle loves spending time with her family and always on the lookout for great holiday deals! 

 
 
 
 
 

Nicola Gallagher

Client Services Manager
Botany

Nicola has many years experience in office administration and loves meeting and helping people.  Nicola joined the Generation Wealth Management team in January 2024 and is based out of the Half Moon Bay office.

Away from the office, Nicola has many interests and enjoys spending time with her family.