Anna Boland
Wealth Management Adviser
Anna Boland joined our Queenstown office in June 2019 and enjoys establishing and maintaining enduring relationships with her clients. Whether it is individuals, families or charitable trusts, Anna helps to manage, grow and protect client’s wealth through diversified investment strategies, across Queenstown, Wanaka, Central Otago, Invercargill and the Southland regions.
Anna grew up in Queenstown and has 22 years of experience in banking and financial services in NZ including in retail banking and lending, wealth management and private banking. Prior to joining the Queenstown team in 2019 Anna worked at the Bank of New Zealand for 9 years as the Senior Private Banker in Queenstown, providing highly customised services to the bank’s high net worth clients. She enjoys helping her clients build their understanding of investments, assisting with risk profiling, investment goals, asset allocation, and developing flexible, bespoke investment solutions to meet their needs.
Working in Queenstown has enabled her to build a strong knowledge and network of clients and professionals around the Immigration New Zealand Investor Visa programme to assist Migrants with their Active Investor Plus and Parent Retirement Investment Portfolios, thus helping people achieve their goals of a life in New Zealand.
Anna is a Registered Financial Adviser (NZX accredited) and has a Graduate Diploma in Financial Planning from Massey University. Outside of the office Anna and her husband are kept busy with their son, she enjoys yoga, skiing and walking around the Queenstown.
(03) 441 8404