We are a team of financial advisers in Whangārei, with a proud history of building clients' wealth that dates back to 1968.
At Yovich & Co, we pride ourselves on working with our clients to plan for their future, so they can enjoy the security and freedom their wealth affords them in later years. We aim to build investment portfolios of direct securities that give our clients control and flexibility, without the overly complicated fee structures charged by fund managers or banks.
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Locally raised and educated at Whangarei Boys' High School, Jarrod returned home in 2011 after eight years with Macquarie Bank in Sydney and Hong Kong, where he was licensed to trade equities and futures. He became a Partner and Managing Director in 2020.
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Since 2018, Nathanael McDonald has developed the expertise and passion to partner with you at any stage of your life and investing journey. Holding a BBA with a double major in Finance and Agribusiness, Nathanael brings a wealth of knowledge to his role at Yovich & Co Wealth Management. Raised in South Waikato with a background in dairy farming, Nathanael understands the value of hard work, integrity, and the challenges posed by economic cycles. He is dedicated to focusing on your values and goals through Personal Portfolio Management, individual share selection, KiwiSaver, or Managed Funds.
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Daniel was born and raised in Whangārei and has worked in the banking and financial services sector since 2019. Before joining Yovich & Co, he built strong relationship management experience through roles with BNZ and ASB Private Banking, where he supported and worked with high-net-worth clients with complex wealth, family, investment, and long-term planning needs. This experience shaped Daniel’s client-first approach and gave him a strong appreciation for the importance of trust, clear communication, and tailored advice.
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Wealth
