Meet Our People _
Will Sargent
Financial Adviser & Partner
Qualifications
Graduate Diploma in Financial Planning
Bachelor of Business, Economics and Finance
Member
About Will
For more than 20 years, I have worked in financial services, helping clients make informed decisions about their money, investments and long-term financial wellbeing. My career has spanned major banking institutions as well as Rutherford Rede, giving me broad experience across investment management, financial planning and wealth advice.
As a Financial Adviser, I work with individuals, families, trusts and charitable organisations to develop clear, practical strategies that help them achieve what matters most. Every client has different goals, whether that is creating financial security, preparing for retirement, supporting future generations, building a legacy, or simply having the confidence to enjoy life today. I am particularly passionate about helping clients navigate significant life transitions such as inheritances, business sales and sudden wealth events. My role is to bring clarity to these decisions through thoughtful planning and evidence-based investment advice, helping clients make confident choices while making the most of the opportunities their wealth can provide.
Having lost both of my parents, as well as my wife Leonora's parents, by the age of 35, I have a particular appreciation for the importance of succession planning and preparing for life's unexpected events. Those experiences reinforced my belief that financial planning is about far more than accumulating wealth. It is about ensuring people have the freedom and confidence to live life on their own terms, while also providing certainty and support for those they care about.
Outside of work, I enjoy playing cricket and squash and spending time with my family. Leonora and I have two daughters, Daphne and Calista, along with our Retriever–Cocker Spaniel cross, Molly. When we're not busy with family activities, you'll often find us at our family cabin in Waitete Bay in the Coromandel, creating memories together and enjoying everything that makes New Zealand such a special place to live.
My goal is simple: to help clients use their wealth intentionally, confidently and in a way that enriches their lives both today and for future generations.
What clients say about Will _
"His professionalism, knowledge and genuine compassion have been outstanding. He not only looks after my investments but also helped me navigate my mother's finances when her house was sold and she moved into residential care. Everything was handled seamlessly, and after Mum passed away, Will managed her portfolio with such kindness and sensitivity that I will always be grateful.
I recommend Will whenever I have the opportunity. If you're looking for independent financial advice from people who are knowledgeable, trustworthy, genuinely care about their clients and build relationships for the long term, I couldn't recommend Rutherford Rede more highly."
— Business owner
Why our people matter to you
If you're wondering whether we're the right fit, let's talk. You don’t need to know the right questions. You just need to start the conversation.