About us
Our Morris & Co Financial Advisers Auckland-based team help clients nationwide. We take the time to understand your unique financial needs and circumstances before recommending the best solution and products we have to help you reach these goals.
Our team
Steve Morris
Financial Adviser/Director
Steve is a Financial Adviser (FSP59721) under Morris & Co Financial Advisers and is giving financial advice on behalf of Wealthpoint Limited.
Steve followed in his late father's footsteps, Bill Morris, who established their business in 1968 and has now been a Financial Adviser for over 35 years. He works primarily in the Corporate and SME market providing risk advice to companies and designing and implementing Employee Benefits plans for staff.
Steve is also a Financial Adviser in our sister company Trilogy Financial Solutions providing financial advice (specifically Employee Benefits) on behalf of Wealthpoint Limited.
Lee Moreton
Financial Adviser/Director
Lee is a Financial Adviser (FSP1005376) under Morris & Co Financial Advisers and is giving financial advice on behalf of Wealthpoint Limited.
Lee has been involved in the financial services industry since the early 2000s and joined our team in 2023 after 7 successful years as an adviser with the Medical Assurance Society. Lee specialises in Risk Protection – Life, trauma, health, and disability and helps personal and business clients by offering excellent service with practical, affordable & easy to understand advice to meet the needs of their financial situation.
Roz Morris
Business Manager
Mobile: 021 275 8256
Having been part of Morris & Co Financial Advisers since 2005, Roz ensures Morris & Co Financial Advisers is adopting best practice systems. She is involved in projects such as change management, business development and strategy. Roz brings to Morris & Co Financial Advisers her extensive knowledge in marketing and project management, having worked in the food industry in similar roles for 15 years.
Our Support Team
Our support team provides our clients with superb " real people" customer service which, from our experience, can be the frustrating missing link with insurance companies. Prabha and Alyssa are here to assist with day-to-day queries for our retail clients, while Aaliyah's main focus is on our employee benefit clients.