Minal Bhikha
Wealth Management Adviser
Minal works alongside Tony Glucina to provide tailored investment advice and portfolio management services to for-purpose organisations, high net worth individuals, trusts, and corporations.
Each portfolio is customised to align with the client’s investment horizon, risk-return profile, and tax considerations. Minal has been part of the financial services industry since February 2011 and has spent the past decade with JBWere. She holds a Bachelor of Commerce in Economics and Finance from the University of Auckland and is an accredited NZX Adviser.
Before becoming an adviser, Minal gained broad industry experience in client trade settlements and managed funds, giving her a well-rounded understanding of various financial services functions. Outside of work, she enjoys travelling and spending quality time with family and friends.