Weekly Moves: Week Ending 10th May, 2024

Who We Are.

We are a local wealth management and investment advisory firm based in the Whangarei CBD, 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.

Whangarei Harbour

Our advisers.

Jarrod Goodall

Jarrod Goodall

FSP198885

  • Director
  • Financial Advisor
  • Wealth Manager

Locally raised and educated at Whangarei Boys High School, Jarrod has returned to Whangarei after 8 years working in Sydney and Hong Kong for an International Investment Bank.

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Nathanael McDonald

Nathanael McDonald

FSP629229

  • Financial Advisor
  • Wealth Manager

Born and raised in the South Waikato with over 16 years of farming experience, Nathanael decided to exchange the attire of overalls and gumboots for a suit and career in Financial Advice at Yovich & Co Wealth Management in 2018.

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Rajat Vats

Rajat Vats

FSP1007270

  • Financial Advisor
  • Wealth Manager

Rajat is a dedicated financial professional with a passion for investments and markets. His expertise, combined with a wealth of academic achievements, experience and enthusiasm for connecting with people ensures personalised financial advice. 

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Daniel Butzbach

Daniel Butzbach

FSP1007407

  • Financial Advisor
  • Wealth Manager

Daniel, born and raised in Whangarei, has cultivated strong ties to Northland, where he has spent the majority of his life and attended Pompallier College. With a background in Banking, where he served clients from all spheres of life, including High-Net Worth individuals, he looks forward to leveraging his experience in wealth management.

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Yovich Shapes
Northland Beach

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